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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 | $24,315 | $154,228-84.2% | $145,433-83.3% | $137,256-82.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.59% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,216 | $4,804-12.2% | $4,554-7.4% | $4,156+1.4% |
| Participant deferral / active EE | $6,191 | $8,216-24.7% | $7,897-21.6% | $6,407-3.4% |
| Admin fee / account holder | $14,478 | $14,344+0.9% | $13,129+10.3% | $12,270+18.0% |