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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 | $26,383 | $154,228-82.9% | $145,433-81.9% | $137,256-80.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.89% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,233 | $4,804-74.3% | $4,554-72.9% | $4,156-70.3% |
| Participant deferral / active EE | $5,380 | $8,216-34.5% | $7,897-31.9% | $6,407-16.0% |
| Admin fee / account holder | $1,059 | $14,344-92.6% | $13,129-91.9% | $12,270-91.4% |