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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 | $156,398-86.9% | $147,318-86.1% | $138,895-85.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 80.41% | 78.75%+1.7pp | 70.43%+10.0pp | 145.39%-65.0pp |
| Employer contribution / active EE | $2,383 | $4,853-50.9% | $4,593-48.1% | $4,194-43.2% |
| Participant deferral / active EE | $5,252 | $8,237-36.2% | $7,906-33.6% | $6,396-17.9% |
| Admin fee / account holder | $842 | $14,976-94.4% | $13,708-93.9% | $12,562-93.3% |