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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 | $22,681 | $178,174-87.3% | $156,181-85.5% | $137,256-83.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.57% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,886 | $4,972-62.1% | $4,294-56.1% | $4,156-54.6% |
| Participant deferral / active EE | $6,770 | $6,888-1.7% | $6,132+10.4% | $6,407+5.7% |
| Admin fee / account holder | $325 | $17,404-98.1% | $14,586-97.8% | $12,270-97.4% |