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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 | $24,562 | $154,228-84.1% | $145,433-83.1% | $137,256-82.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.00% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,816 | $4,804-41.4% | $4,554-38.2% | $4,156-32.2% |
| Participant deferral / active EE | $5,463 | $8,216-33.5% | $7,897-30.8% | $6,407-14.7% |
| Admin fee / account holder | $897 | $14,344-93.7% | $13,129-93.2% | $12,270-92.7% |