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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 | $22,818 | $154,228-85.2% | $145,433-84.3% | $137,256-83.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.77% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,564 | $4,804-67.5% | $4,554-65.7% | $4,156-62.4% |
| Participant deferral / active EE | $2,788 | $8,216-66.1% | $7,897-64.7% | $6,407-56.5% |
| Admin fee / account holder | $5,162 | $14,344-64.0% | $13,129-60.7% | $12,270-57.9% |