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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 | $20,533 | $154,228-86.7% | $145,433-85.9% | $137,256-85.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 80.41% | 74.59%+5.8pp | 66.58%+13.8pp | 220.34%-139.9pp |
| Employer contribution / active EE | $2,383 | $4,804-50.4% | $4,554-47.7% | $4,156-42.7% |
| Participant deferral / active EE | $5,252 | $8,216-36.1% | $7,897-33.5% | $6,407-18.0% |
| Admin fee / account holder | $842 | $14,344-94.1% | $13,129-93.6% | $12,270-93.1% |