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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 | $23,589 | $156,398-84.9% | $147,318-84.0% | $138,895-83.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.21% | 78.75%-55.5pp | 70.43%-47.2pp | 145.39%-122.2pp |
| Employer contribution / active EE | $3,859 | $4,853-20.5% | $4,593-16.0% | $4,194-8.0% |
| Participant deferral / active EE | $7,594 | $8,237-7.8% | $7,906-3.9% | $6,396+18.7% |
| Admin fee / account holder | $1,090 | $14,976-92.7% | $13,708-92.0% | $12,562-91.3% |