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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 | $19,265 | $172,111-88.8% | $150,298-87.2% | $137,256-86.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.31% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,012 | $4,636-78.2% | $4,154-75.6% | $4,156-75.6% |
| Participant deferral / active EE | $6,297 | $6,166+2.1% | $5,453+15.5% | $6,407-1.7% |
| Admin fee / account holder | $827 | $16,471-95.0% | $14,116-94.1% | $12,270-93.3% |