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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 | $14,870 | $181,062-91.8% | $158,223-90.6% | $155,188-90.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.55% | 57.39%-34.8pp | 52.09%-29.5pp | 148.84%-126.3pp |
| Employer contribution / active EE | $2,830 | $4,565-38.0% | $4,109-31.1% | $4,248-33.4% |
| Participant deferral / active EE | $6,461 | $6,134+5.3% | $5,467+18.2% | $6,531-1.1% |
| Admin fee / account holder | $300 | $18,825-98.4% | $16,047-98.1% | $14,480-97.9% |