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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 | $31,194 | $154,228-79.8% | $145,433-78.6% | $137,256-77.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.28% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,114 | $4,804-35.2% | $4,554-31.6% | $4,156-25.1% |
| Participant deferral / active EE | $5,251 | $8,216-36.1% | $7,897-33.5% | $6,407-18.0% |
| Admin fee / account holder | $1,657 | $14,344-88.4% | $13,129-87.4% | $12,270-86.5% |