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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 | $36,284 | $181,062-80.0% | $158,223-77.1% | $155,188-76.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.27% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.6pp |
| Employer contribution / active EE | $5,420 | $4,565+18.7% | $4,109+31.9% | $4,248+27.6% |
| Participant deferral / active EE | $9,174 | $6,134+49.5% | $5,467+67.8% | $6,531+40.5% |
| Admin fee / account holder | $691 | $18,825-96.3% | $16,047-95.7% | $14,480-95.2% |