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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 | $20,774 | $172,111-87.9% | $150,298-86.2% | $137,256-84.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 30.34% | 69.37%-39.0pp | 62.79%-32.4pp | 220.34%-190.0pp |
| Employer contribution / active EE | $4,082 | $4,636-12.0% | $4,154-1.7% | $4,156-1.8% |
| Participant deferral / active EE | $13,694 | $6,166+122.1% | $5,453+151.1% | $6,407+113.7% |
| Admin fee / account holder | $1,953 | $16,471-88.1% | $14,116-86.2% | $12,270-84.1% |