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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 | $22,706 | $181,062-87.5% | $158,223-85.6% | $155,188-85.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.59% | 57.39%-40.8pp | 52.09%-35.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,853 | $4,565-59.4% | $4,109-54.9% | $4,248-56.4% |
| Participant deferral / active EE | $4,564 | $6,134-25.6% | $5,467-16.5% | $6,531-30.1% |
| Admin fee / account holder | $431 | $18,825-97.7% | $16,047-97.3% | $14,480-97.0% |