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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 | $35,570 | $154,228-76.9% | $145,433-75.5% | $137,256-74.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.81% | 74.59%-44.8pp | 66.58%-36.8pp | 220.34%-190.5pp |
| Employer contribution / active EE | $8,634 | $4,804+79.7% | $4,554+89.6% | $4,156+107.7% |
| Participant deferral / active EE | $13,322 | $8,216+62.1% | $7,897+68.7% | $6,407+107.9% |
| Admin fee / account holder | $3,899 | $14,344-72.8% | $13,129-70.3% | $12,270-68.2% |