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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 | $21,375 | $156,398-86.3% | $147,318-85.5% | $138,895-84.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.16% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $3,224 | $4,853-33.6% | $4,593-29.8% | $4,194-23.1% |
| Participant deferral / active EE | $7,213 | $8,237-12.4% | $7,906-8.8% | $6,396+12.8% |
| Admin fee / account holder | $1,477 | $14,976-90.1% | $13,708-89.2% | $12,562-88.2% |