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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 | $23,154 | $162,136-85.7% | $152,301-84.8% | $154,746-85.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.75% | 91.02%-74.3pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,577 | $4,890-26.9% | $4,624-22.7% | $4,379-18.3% |
| Participant deferral / active EE | $5,249 | $8,341-37.1% | $8,004-34.4% | $6,730-22.0% |
| Admin fee / account holder | $3,313 | $15,759-79.0% | $14,398-77.0% | $14,365-76.9% |