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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 | $32,296 | $156,398-79.3% | $147,318-78.1% | $138,895-76.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.22% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,806 | $4,853-62.8% | $4,593-60.7% | $4,194-56.9% |
| Participant deferral / active EE | $10,598 | $8,237+28.7% | $7,906+34.0% | $6,396+65.7% |
| Admin fee / account holder | $10,795 | $14,976-27.9% | $13,708-21.2% | $12,562-14.1% |