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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 | $31,569 | $162,136-80.5% | $152,301-79.3% | $154,746-79.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 72.11% | 91.02%-18.9pp | 80.50%-8.4pp | 172.34%-100.2pp |
| Employer contribution / active EE | $3,183 | $4,890-34.9% | $4,624-31.2% | $4,379-27.3% |
| Participant deferral / active EE | $5,114 | $8,341-38.7% | $8,004-36.1% | $6,730-24.0% |
| Admin fee / account holder | $442 | $15,759-97.2% | $14,398-96.9% | $14,365-96.9% |