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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 | $14,458 | $181,062-92.0% | $158,223-90.9% | $155,188-90.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.34% | 57.39%-47.0pp | 52.09%-41.8pp | 148.84%-138.5pp |
| Employer contribution / active EE | $1,587 | $4,565-65.2% | $4,109-61.4% | $4,248-62.6% |
| Participant deferral / active EE | $4,919 | $6,134-19.8% | $5,467-10.0% | $6,531-24.7% |
| Admin fee / account holder | $332 | $18,825-98.2% | $16,047-97.9% | $14,480-97.7% |