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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 | $19,053 | $155,555-87.8% | $146,866-87.0% | $155,188-87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.62% | 115.41%-93.8pp | 102.85%-81.2pp | 148.84%-127.2pp |
| Employer contribution / active EE | $2,899 | $4,647-37.6% | $4,425-34.5% | $4,248-31.8% |
| Participant deferral / active EE | $5,465 | $8,044-32.1% | $7,759-29.6% | $6,531-16.3% |
| Admin fee / account holder | $649 | $14,755-95.6% | $13,620-95.2% | $14,480-95.5% |