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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 | $40,384 | $172,111-76.5% | $150,298-73.1% | $137,256-70.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.83% | 69.37%-54.5pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,544 | $4,636-66.7% | $4,154-62.8% | $4,156-62.8% |
| Participant deferral / active EE | $2,324 | $6,166-62.3% | $5,453-57.4% | $6,407-63.7% |
| Admin fee / account holder | $430 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |