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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 | $27,454 | $174,379-84.3% | $152,093-81.9% | $138,895-80.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.22% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $5,827 | $4,652+25.3% | $4,175+39.6% | $4,194+38.9% |
| Participant deferral / active EE | $5,383 | $6,159-12.6% | $5,451-1.3% | $6,396-15.8% |
| Admin fee / account holder | $598 | $16,880-96.5% | $14,497-95.9% | $12,562-95.2% |