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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 | $31,575 | $181,062-82.6% | $158,223-80.0% | $155,188-79.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.22% | 57.39%-38.2pp | 52.09%-32.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $5,142 | $4,565+12.6% | $4,109+25.1% | $4,248+21.0% |
| Participant deferral / active EE | $17,069 | $6,134+178.3% | $5,467+212.2% | $6,531+161.4% |
| Admin fee / account holder | $3,402 | $18,825-81.9% | $16,047-78.8% | $14,480-76.5% |