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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 | $28,853 | $180,749-84.0% | $160,784-82.1% | $137,256-79.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.13% | 2234.46%-2217.3pp | 1803.92%-1786.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,113 | $4,155-25.1% | $3,733-16.6% | $4,156-25.1% |
| Participant deferral / active EE | $3,634 | $6,844-46.9% | $6,293-42.3% | $6,407-43.3% |
| Admin fee / account holder | $958 | $10,397-90.8% | $9,717-90.1% | $12,270-92.2% |