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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 | $28,516 | $185,312-84.6% | $161,489-82.3% | $154,746-81.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.04% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,469 | $4,769-48.2% | $4,268-42.2% | $4,379-43.6% |
| Participant deferral / active EE | $9,979 | $6,350+57.2% | $5,630+77.2% | $6,730+48.3% |
| Admin fee / account holder | $600 | $18,654-96.8% | $16,006-96.2% | $14,365-95.8% |