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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 | $32,127 | $178,174-82.0% | $156,181-79.4% | $137,256-76.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.36% | 84.19%-69.8pp | 64.87%-50.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,882 | $4,972-42.0% | $4,294-32.9% | $4,156-30.7% |
| Participant deferral / active EE | $3,289 | $6,888-52.2% | $6,132-46.4% | $6,407-48.7% |
| Admin fee / account holder | $3,416 | $17,404-80.4% | $14,586-76.6% | $12,270-72.2% |