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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 | $21,920 | $156,398-86.0% | $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 | 19.76% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.6pp |
| Employer contribution / active EE | $3,130 | $4,853-35.5% | $4,593-31.9% | $4,194-25.4% |
| Participant deferral / active EE | $5,069 | $8,237-38.5% | $7,906-35.9% | $6,396-20.8% |
| Admin fee / account holder | $983 | $14,976-93.4% | $13,708-92.8% | $12,562-92.2% |