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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 | $172,111-78.8% | $150,298-75.7% | $137,256-73.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.47% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $6,668 | $4,636+43.8% | $4,154+60.5% | $4,156+60.4% |
| Participant deferral / active EE | $4,890 | $6,166-20.7% | $5,453-10.3% | $6,407-23.7% |
| Admin fee / account holder | $902 | $16,471-94.5% | $14,116-93.6% | $12,270-92.6% |