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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 | $19,053 | $156,398-87.8% | $147,318-87.1% | $138,895-86.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.62% | 78.75%-57.1pp | 70.43%-48.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $2,899 | $4,853-40.3% | $4,593-36.9% | $4,194-30.9% |
| Participant deferral / active EE | $5,465 | $8,237-33.7% | $7,906-30.9% | $6,396-14.6% |
| Admin fee / account holder | $649 | $14,976-95.7% | $13,708-95.3% | $12,562-94.8% |