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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 | $21,393 | $154,228-86.1% | $145,433-85.3% | $137,256-84.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.16% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,527 | $4,804-68.2% | $4,554-66.5% | $4,156-63.3% |
| Participant deferral / active EE | $5,599 | $8,216-31.9% | $7,897-29.1% | $6,407-12.6% |
| Admin fee / account holder | $4,046 | $14,344-71.8% | $13,129-69.2% | $12,270-67.0% |