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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 | $22,372 | $162,136-86.2% | $152,301-85.3% | $154,746-85.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.78% | 91.02%-68.2pp | 80.50%-57.7pp | 172.34%-149.6pp |
| Employer contribution / active EE | $4,771 | $4,890-2.4% | $4,624+3.2% | $4,379+9.0% |
| Participant deferral / active EE | $6,820 | $8,341-18.2% | $8,004-14.8% | $6,730+1.3% |
| Admin fee / account holder | $2,252 | $15,759-85.7% | $14,398-84.4% | $14,365-84.3% |