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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 | $21,021 | $156,398-86.6% | $147,318-85.7% | $138,895-84.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.10% | 78.75%-55.6pp | 70.43%-47.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $3,393 | $4,853-30.1% | $4,593-26.1% | $4,194-19.1% |
| Participant deferral / active EE | $9,494 | $8,237+15.3% | $7,906+20.1% | $6,396+48.4% |
| Admin fee / account holder | $315 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |