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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 | $30,535 | $183,516-83.4% | $155,534-80.4% | $145,884-79.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,391 | $5,315-73.8% | $4,675-70.2% | $4,662-70.2% |
| Participant deferral / active EE | $2,371 | $6,467-63.3% | $5,630-57.9% | $6,690-64.6% |
| Admin fee / account holder | $409 | $19,293-97.9% | $15,900-97.4% | $13,392-96.9% |