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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 | $26,748 | $156,398-82.9% | $147,318-81.8% | $138,895-80.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.54% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $3,621 | $4,853-25.4% | $4,593-21.2% | $4,194-13.7% |
| Participant deferral / active EE | $5,925 | $8,237-28.1% | $7,906-25.1% | $6,396-7.4% |
| Admin fee / account holder | $580 | $14,976-96.1% | $13,708-95.8% | $12,562-95.4% |