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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,494 | $185,312-80.3% | $161,489-77.4% | $154,746-76.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.47% | 103.84%-86.4pp | 89.72%-72.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $6,668 | $4,769+39.8% | $4,268+56.2% | $4,379+52.3% |
| Participant deferral / active EE | $4,890 | $6,350-23.0% | $5,630-13.1% | $6,730-27.3% |
| Admin fee / account holder | $902 | $18,654-95.2% | $16,006-94.4% | $14,365-93.7% |