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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 | $24,778 | $185,312-86.6% | $161,489-84.7% | $154,746-84.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.54% | 103.84%-80.3pp | 89.72%-66.2pp | 172.34%-148.8pp |
| Employer contribution / active EE | $2,696 | $4,769-43.5% | $4,268-36.8% | $4,379-38.4% |
| Participant deferral / active EE | $6,117 | $6,350-3.7% | $5,630+8.6% | $6,730-9.1% |
| Admin fee / account holder | $445 | $18,654-97.6% | $16,006-97.2% | $14,365-96.9% |