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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 | $27,408 | $185,312-85.2% | $161,489-83.0% | $154,746-82.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.78% | 103.84%-88.1pp | 89.72%-73.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,490 | $4,769-68.8% | $4,268-65.1% | $4,379-66.0% |
| Participant deferral / active EE | $8,757 | $6,350+37.9% | $5,630+55.5% | $6,730+30.1% |
| Admin fee / account holder | $2,695 | $18,654-85.6% | $16,006-83.2% | $14,365-81.2% |