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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 | $17,196 | $156,398-89.0% | $147,318-88.3% | $138,895-87.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.35% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $4,923 | $4,853+1.4% | $4,593+7.2% | $4,194+17.4% |
| Participant deferral / active EE | $9,481 | $8,237+15.1% | $7,906+19.9% | $6,396+48.2% |
| Admin fee / account holder | $5,325 | $14,976-64.4% | $13,708-61.2% | $12,562-57.6% |