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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 | $33,045 | $185,312-82.2% | $161,489-79.5% | $154,746-78.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.32% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,903 | $4,769-60.1% | $4,268-55.4% | $4,379-56.5% |
| Participant deferral / active EE | $3,048 | $6,350-52.0% | $5,630-45.9% | $6,730-54.7% |
| Admin fee / account holder | $493 | $18,654-97.4% | $16,006-96.9% | $14,365-96.6% |