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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 | $18,275 | $181,062-89.9% | $158,223-88.4% | $155,188-88.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 26.47% | 57.39%-30.9pp | 52.09%-25.6pp | 148.84%-122.4pp |
| Employer contribution / active EE | $2,336 | $4,565-48.8% | $4,109-43.2% | $4,248-45.0% |
| Participant deferral / active EE | $7,604 | $6,134+24.0% | $5,467+39.1% | $6,531+16.4% |
| Admin fee / account holder | $1,072 | $18,825-94.3% | $16,047-93.3% | $14,480-92.6% |