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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 | $40,173 | $162,136-75.2% | $152,301-73.6% | $154,746-74.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.93% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,600 | $4,890-46.8% | $4,624-43.8% | $4,379-40.6% |
| Participant deferral / active EE | $5,000 | $8,341-40.1% | $8,004-37.5% | $6,730-25.7% |
| Admin fee / account holder | $481 | $15,759-96.9% | $14,398-96.7% | $14,365-96.7% |