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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 | $21,176 | $154,228-86.3% | $145,433-85.4% | $137,256-84.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.32% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,874 | $4,804-61.0% | $4,554-58.8% | $4,156-54.9% |
| Participant deferral / active EE | $2,793 | $8,216-66.0% | $7,897-64.6% | $6,407-56.4% |
| Admin fee / account holder | $931 | $14,344-93.5% | $13,129-92.9% | $12,270-92.4% |