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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 | $22,766 | $185,312-87.7% | $161,489-85.9% | $154,746-85.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.58% | 103.84%-89.3pp | 89.72%-75.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,057 | $4,769-56.9% | $4,268-51.8% | $4,379-53.0% |
| Participant deferral / active EE | $3,224 | $6,350-49.2% | $5,630-42.7% | $6,730-52.1% |
| Admin fee / account holder | $1,089 | $18,654-94.2% | $16,006-93.2% | $14,365-92.4% |