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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 | $31,893 | $154,228-79.3% | $145,433-78.1% | $137,256-76.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.04% | 74.59%-42.5pp | 66.58%-34.5pp | 220.34%-188.3pp |
| Employer contribution / active EE | $5,935 | $4,804+23.5% | $4,554+30.3% | $4,156+42.8% |
| Participant deferral / active EE | $11,392 | $8,216+38.7% | $7,897+44.3% | $6,407+77.8% |
| Admin fee / account holder | $2,795 | $14,344-80.5% | $13,129-78.7% | $12,270-77.2% |