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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 | $46,152 | $185,312-75.1% | $161,489-71.4% | $154,746-70.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.12% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,121 | $4,769-76.5% | $4,268-73.7% | $4,379-74.4% |
| Participant deferral / active EE | $20,333 | $6,350+220.2% | $5,630+261.2% | $6,730+202.1% |
| Admin fee / account holder | $1,041 | $18,654-94.4% | $16,006-93.5% | $14,365-92.8% |