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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 | $162,136-85.9% | $152,301-84.9% | $154,746-85.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 64.13% | 91.02%-26.9pp | 80.50%-16.4pp | 172.34%-108.2pp |
| Employer contribution / active EE | $4,469 | $4,890-8.6% | $4,624-3.4% | $4,379+2.1% |
| Participant deferral / active EE | $12,249 | $8,341+46.9% | $8,004+53.0% | $6,730+82.0% |
| Admin fee / account holder | $730 | $15,759-95.4% | $14,398-94.9% | $14,365-94.9% |