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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 | $22,865 | $123,155-81.4% | $108,753-79.0% | $155,188-85.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 25.21% | 44.73%-19.5pp | 37.47%-12.3pp | 148.84%-123.6pp |
| Employer contribution / active EE | $2,869 | $2,811+2.0% | $2,427+18.2% | $4,248-32.5% |
| Participant deferral / active EE | $6,880 | $4,623+48.8% | $4,115+67.2% | $6,531+5.3% |
| Admin fee / account holder | $334 | $12,126-97.2% | $10,320-96.8% | $14,480-97.7% |