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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 | $18,690 | $154,228-87.9% | $145,433-87.1% | $137,256-86.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.55% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $2,143 | $4,804-55.4% | $4,554-52.9% | $4,156-48.4% |
| Participant deferral / active EE | $8,510 | $8,216+3.6% | $7,897+7.8% | $6,407+32.8% |
| Admin fee / account holder | $983 | $14,344-93.1% | $13,129-92.5% | $12,270-92.0% |