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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 | $20,736 | $183,627-88.7% | $155,602-86.7% | $145,978-85.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 61.32%-49.8pp | 64.81%-53.3pp | 550.52%-539.0pp |
| Employer contribution / active EE | $5,741 | $5,316+8.0% | $4,675+22.8% | $4,662+23.2% |
| Participant deferral / active EE | $4,636 | $6,466-28.3% | $5,629-17.6% | $6,690-30.7% |
| Admin fee / account holder | $355 | $19,327-98.2% | $15,923-97.8% | $13,400-97.4% |