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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 | $22,108 | $162,136-86.4% | $152,301-85.5% | $154,746-85.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 85.98% | 91.02%-5.0pp | 80.50%+5.5pp | 172.34%-86.4pp |
| Employer contribution / active EE | $5,229 | $4,890+6.9% | $4,624+13.1% | $4,379+19.4% |
| Participant deferral / active EE | $5,588 | $8,341-33.0% | $8,004-30.2% | $6,730-17.0% |
| Admin fee / account holder | $3,240 | $15,759-79.4% | $14,398-77.5% | $14,365-77.4% |