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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 | $16,386 | $154,228-89.4% | $145,433-88.7% | $137,256-88.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 37.24% | 74.59%-37.3pp | 66.58%-29.3pp | 220.34%-183.1pp |
| Employer contribution / active EE | $4,717 | $4,804-1.8% | $4,554+3.6% | $4,156+13.5% |
| Participant deferral / active EE | $9,700 | $8,216+18.1% | $7,897+22.8% | $6,407+51.4% |
| Admin fee / account holder | $1,536 | $14,344-89.3% | $13,129-88.3% | $12,270-87.5% |