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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 | $22,925 | $154,228-85.1% | $145,433-84.2% | $137,256-83.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 64.13% | 74.59%-10.5pp | 66.58%-2.4pp | 220.34%-156.2pp |
| Employer contribution / active EE | $4,469 | $4,804-7.0% | $4,554-1.9% | $4,156+7.5% |
| Participant deferral / active EE | $12,249 | $8,216+49.1% | $7,897+55.1% | $6,407+91.2% |
| Admin fee / account holder | $730 | $14,344-94.9% | $13,129-94.4% | $12,270-94.1% |