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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 | $26,477 | $185,312-85.7% | $161,489-83.6% | $154,746-82.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.50% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,542 | $4,769-25.7% | $4,268-17.0% | $4,379-19.1% |
| Participant deferral / active EE | $8,450 | $6,350+33.1% | $5,630+50.1% | $6,730+25.5% |
| Admin fee / account holder | $23,429 | $18,654+25.6% | $16,006+46.4% | $14,365+63.1% |