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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 | $154,228-85.7% | $145,433-84.8% | $137,256-83.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 85.98% | 74.59%+11.4pp | 66.58%+19.4pp | 220.34%-134.4pp |
| Employer contribution / active EE | $5,229 | $4,804+8.8% | $4,554+14.8% | $4,156+25.8% |
| Participant deferral / active EE | $5,588 | $8,216-32.0% | $7,897-29.2% | $6,407-12.8% |
| Admin fee / account holder | $3,240 | $14,344-77.4% | $13,129-75.3% | $12,270-73.6% |