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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 | $26,035 | $154,228-83.1% | $145,433-82.1% | $137,256-81.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.04% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,555 | $4,804-46.8% | $4,554-43.9% | $4,156-38.5% |
| Participant deferral / active EE | $3,472 | $8,216-57.7% | $7,897-56.0% | $6,407-45.8% |
| Admin fee / account holder | $1,735 | $14,344-87.9% | $13,129-86.8% | $12,270-85.9% |