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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 | $27,099 | $162,136-83.3% | $152,301-82.2% | $154,746-82.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.47% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $3,180 | $4,890-35.0% | $4,624-31.2% | $4,379-27.4% |
| Participant deferral / active EE | $6,773 | $8,341-18.8% | $8,004-15.4% | $6,730+0.6% |
| Admin fee / account holder | $1,421 | $15,759-91.0% | $14,398-90.1% | $14,365-90.1% |