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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 | $24,347 | $156,398-84.4% | $147,318-83.5% | $138,895-82.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 30.16% | 78.75%-48.6pp | 70.43%-40.3pp | 145.39%-115.2pp |
| Employer contribution / active EE | $2,703 | $4,853-44.3% | $4,593-41.1% | $4,194-35.5% |
| Participant deferral / active EE | $4,904 | $8,237-40.5% | $7,906-38.0% | $6,396-23.3% |
| Admin fee / account holder | $2,026 | $14,976-86.5% | $13,708-85.2% | $12,562-83.9% |