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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 | $20,529 | $174,379-88.2% | $152,093-86.5% | $138,895-85.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.64% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $4,754 | $4,652+2.2% | $4,175+13.9% | $4,194+13.4% |
| Participant deferral / active EE | $2,776 | $6,159-54.9% | $5,451-49.1% | $6,396-56.6% |
| Admin fee / account holder | $1,443 | $16,880-91.4% | $14,497-90.0% | $12,562-88.5% |