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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 | $17,952 | $181,062-90.1% | $158,223-88.7% | $155,188-88.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.34% | 57.39%-37.0pp | 52.09%-31.8pp | 148.84%-128.5pp |
| Employer contribution / active EE | $6,478 | $4,565+41.9% | $4,109+57.7% | $4,248+52.5% |
| Participant deferral / active EE | $8,930 | $6,134+45.6% | $5,467+63.3% | $6,531+36.7% |
| Admin fee / account holder | $3,557 | $18,825-81.1% | $16,047-77.8% | $14,480-75.4% |