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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 | $20,232 | $154,228-86.9% | $145,433-86.1% | $137,256-85.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.81% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,950 | $4,804-38.6% | $4,554-35.2% | $4,156-29.0% |
| Participant deferral / active EE | $5,126 | $8,216-37.6% | $7,897-35.1% | $6,407-20.0% |
| Admin fee / account holder | $3,245 | $14,344-77.4% | $13,129-75.3% | $12,270-73.6% |