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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 | $16,830 | $181,062-90.7% | $158,223-89.4% | $155,188-89.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 33.50% | 57.39%-23.9pp | 52.09%-18.6pp | 148.84%-115.3pp |
| Employer contribution / active EE | $2,081 | $4,565-54.4% | $4,109-49.4% | $4,248-51.0% |
| Participant deferral / active EE | $3,633 | $6,134-40.8% | $5,467-33.6% | $6,531-44.4% |
| Admin fee / account holder | $331 | $18,825-98.2% | $16,047-97.9% | $14,480-97.7% |