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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 | $38,152 | $185,312-79.4% | $161,489-76.4% | $154,746-75.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.68% | 103.84%-84.2pp | 89.72%-70.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,813 | $4,769-41.0% | $4,268-34.1% | $4,379-35.8% |
| Participant deferral / active EE | $7,211 | $6,350+13.6% | $5,630+28.1% | $6,730+7.1% |
| Admin fee / account holder | $557 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |