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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 | $13,633 | $174,379-92.2% | $152,093-91.0% | $138,895-90.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.96% | 74.86%-52.9pp | 66.36%-44.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $2,167 | $4,652-53.4% | $4,175-48.1% | $4,194-48.3% |
| Participant deferral / active EE | $2,800 | $6,159-54.5% | $5,451-48.6% | $6,396-56.2% |
| Admin fee / account holder | $326 | $16,880-98.1% | $14,497-97.7% | $12,562-97.4% |