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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 | $156,398-83.8% | $147,318-82.8% | $138,895-81.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.17% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,880 | $4,853-61.3% | $4,593-59.1% | $4,194-55.2% |
| Participant deferral / active EE | $5,983 | $8,237-27.4% | $7,906-24.3% | $6,396-6.5% |
| Admin fee / account holder | $1,259 | $14,976-91.6% | $13,708-90.8% | $12,562-90.0% |