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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 | $27,813 | $162,136-82.8% | $152,301-81.7% | $154,746-82.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.89% | 91.02%-70.1pp | 80.50%-59.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $4,554 | $4,890-6.9% | $4,624-1.5% | $4,379+4.0% |
| Participant deferral / active EE | $10,823 | $8,341+29.8% | $8,004+35.2% | $6,730+60.8% |
| Admin fee / account holder | $1,529 | $15,759-90.3% | $14,398-89.4% | $14,365-89.4% |