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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 | $21,725 | $181,062-88.0% | $158,223-86.3% | $155,188-86.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.61% | 57.39%-34.8pp | 52.09%-29.5pp | 148.84%-126.2pp |
| Employer contribution / active EE | $1,030 | $4,565-77.4% | $4,109-74.9% | $4,248-75.8% |
| Participant deferral / active EE | $9,995 | $6,134+62.9% | $5,467+82.8% | $6,531+53.0% |
| Admin fee / account holder | $27,582 | $18,825+46.5% | $16,047+71.9% | $14,480+90.5% |