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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 | $181,062-78.9% | $158,223-75.9% | $155,188-75.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.68% | 57.39%-37.7pp | 52.09%-32.4pp | 148.84%-129.2pp |
| Employer contribution / active EE | $2,813 | $4,565-38.4% | $4,109-31.5% | $4,248-33.8% |
| Participant deferral / active EE | $7,211 | $6,134+17.5% | $5,467+31.9% | $6,531+10.4% |
| Admin fee / account holder | $557 | $18,825-97.0% | $16,047-96.5% | $14,480-96.2% |