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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 | $18,239 | $154,228-88.2% | $145,433-87.5% | $137,256-86.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.57% | 74.59%-44.0pp | 66.58%-36.0pp | 220.34%-189.8pp |
| Employer contribution / active EE | $2,654 | $4,804-44.7% | $4,554-41.7% | $4,156-36.1% |
| Participant deferral / active EE | $5,498 | $8,216-33.1% | $7,897-30.4% | $6,407-14.2% |
| Admin fee / account holder | $877 | $14,344-93.9% | $13,129-93.3% | $12,270-92.9% |