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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 | $21,990 | $154,228-85.7% | $145,433-84.9% | $137,256-84.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.57% | 74.59%-49.0pp | 66.58%-41.0pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,839 | $4,804-61.7% | $4,554-59.6% | $4,156-55.8% |
| Participant deferral / active EE | $3,696 | $8,216-55.0% | $7,897-53.2% | $6,407-42.3% |
| Admin fee / account holder | $3,457 | $14,344-75.9% | $13,129-73.7% | $12,270-71.8% |