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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 | $26,653 | $178,174-85.0% | $156,181-82.9% | $137,256-80.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.25% | 84.19%-68.9pp | 64.87%-49.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $5,892 | $4,972+18.5% | $4,294+37.2% | $4,156+41.8% |
| Participant deferral / active EE | $3,132 | $6,888-54.5% | $6,132-48.9% | $6,407-51.1% |
| Admin fee / account holder | $735 | $17,404-95.8% | $14,586-95.0% | $12,270-94.0% |