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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 | $162,136-88.5% | $152,301-87.7% | $154,746-87.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.55% | 91.02%-66.5pp | 80.50%-56.0pp | 172.34%-147.8pp |
| Employer contribution / active EE | $2,143 | $4,890-56.2% | $4,624-53.7% | $4,379-51.1% |
| Participant deferral / active EE | $8,510 | $8,341+2.0% | $8,004+6.3% | $6,730+26.4% |
| Admin fee / account holder | $983 | $15,759-93.8% | $14,398-93.2% | $14,365-93.2% |