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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 | $19,077 | $174,379-89.1% | $152,093-87.5% | $138,895-86.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.79% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $1,549 | $4,652-66.7% | $4,175-62.9% | $4,194-63.1% |
| Participant deferral / active EE | $6,376 | $6,159+3.5% | $5,451+17.0% | $6,396-0.3% |
| Admin fee / account holder | $1,960 | $16,880-88.4% | $14,497-86.5% | $12,562-84.4% |