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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 | $37,334 | $202,440-81.6% | $169,390-78.0% | $139,466-73.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.18% | 532.36%-517.2pp | 406.07%-390.9pp | 373.66%-358.5pp |
| Employer contribution / active EE | $1,578 | $4,693-66.4% | $4,013-60.7% | $4,754-66.8% |
| Participant deferral / active EE | $3,278 | $6,940-52.8% | $6,222-47.3% | $6,712-51.2% |
| Admin fee / account holder | $309 | $10,722-97.1% | $9,015-96.6% | $11,409-97.3% |