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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 | $16,269 | $181,062-91.0% | $158,223-89.7% | $155,188-89.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.95% | 57.39%-35.4pp | 52.09%-30.1pp | 148.84%-126.9pp |
| Employer contribution / active EE | $3,148 | $4,565-31.0% | $4,109-23.4% | $4,248-25.9% |
| Participant deferral / active EE | $4,748 | $6,134-22.6% | $5,467-13.1% | $6,531-27.3% |
| Admin fee / account holder | $1,022 | $18,825-94.6% | $16,047-93.6% | $14,480-92.9% |