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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 | $25,918 | $228,395-88.7% | $185,861-86.1% | $158,982-83.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.72% | 40.82%-18.1pp | 35.96%-13.2pp | 302.99%-280.3pp |
| Employer contribution / active EE | $1,546 | $4,968-68.9% | $4,088-62.2% | $4,763-67.6% |
| Participant deferral / active EE | $8,924 | $6,417+39.1% | $5,634+58.4% | $5,983+49.1% |
| Admin fee / account holder | $351 | $11,869-97.0% | $9,503-96.3% | $11,252-96.9% |