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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 | $19,674 | $156,398-87.4% | $147,318-86.6% | $138,895-85.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.14% | 78.75%-56.6pp | 70.43%-48.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $2,876 | $4,853-40.7% | $4,593-37.4% | $4,194-31.4% |
| Participant deferral / active EE | $3,401 | $8,237-58.7% | $7,906-57.0% | $6,396-46.8% |
| Admin fee / account holder | $856 | $14,976-94.3% | $13,708-93.8% | $12,562-93.2% |