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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 | $25,392 | $154,228-83.5% | $145,433-82.5% | $137,256-81.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.17% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,880 | $4,804-60.9% | $4,554-58.7% | $4,156-54.8% |
| Participant deferral / active EE | $5,983 | $8,216-27.2% | $7,897-24.2% | $6,407-6.6% |
| Admin fee / account holder | $1,259 | $14,344-91.2% | $13,129-90.4% | $12,270-89.7% |