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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 | $21,986 | $156,398-85.9% | $147,318-85.1% | $138,895-84.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.13% | 78.75%-59.6pp | 70.43%-51.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,971 | $4,853-38.8% | $4,593-35.3% | $4,194-29.2% |
| Participant deferral / active EE | $6,248 | $8,237-24.1% | $7,906-21.0% | $6,396-2.3% |
| Admin fee / account holder | $2,743 | $14,976-81.7% | $13,708-80.0% | $12,562-78.2% |