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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 | $30,815 | $185,312-83.4% | $161,489-80.9% | $154,746-80.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 36.98% | 103.84%-66.9pp | 89.72%-52.7pp | 172.34%-135.4pp |
| Employer contribution / active EE | $4,864 | $4,769+2.0% | $4,268+13.9% | $4,379+11.1% |
| Participant deferral / active EE | $13,215 | $6,350+108.1% | $5,630+134.7% | $6,730+96.3% |
| Admin fee / account holder | $876 | $18,654-95.3% | $16,006-94.5% | $14,365-93.9% |