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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 | $31,233 | $185,312-83.1% | $161,489-80.7% | $154,746-79.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.41% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,119 | $4,769-55.6% | $4,268-50.4% | $4,379-51.6% |
| Participant deferral / active EE | $10,107 | $6,350+59.2% | $5,630+79.5% | $6,730+50.2% |
| Admin fee / account holder | $24,744 | $18,654+32.6% | $16,006+54.6% | $14,365+72.3% |