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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 | $28,377 | $162,136-82.5% | $152,301-81.4% | $154,746-81.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.96% | 91.02%-69.1pp | 80.50%-58.5pp | 172.34%-150.4pp |
| Employer contribution / active EE | $4,216 | $4,890-13.8% | $4,624-8.8% | $4,379-3.7% |
| Participant deferral / active EE | $6,289 | $8,341-24.6% | $8,004-21.4% | $6,730-6.6% |
| Admin fee / account holder | $713 | $15,759-95.5% | $14,398-95.1% | $14,365-95.0% |