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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 | $162,136-85.9% | $152,301-85.0% | $154,746-85.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.77% | 91.02%-73.3pp | 80.50%-62.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,564 | $4,890-68.0% | $4,624-66.2% | $4,379-64.3% |
| Participant deferral / active EE | $2,788 | $8,341-66.6% | $8,004-65.2% | $6,730-58.6% |
| Admin fee / account holder | $5,162 | $15,759-67.2% | $14,398-64.1% | $14,365-64.1% |