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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 | $18,526 | $174,379-89.4% | $152,093-87.8% | $138,895-86.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 55.30% | 74.86%-19.6pp | 66.36%-11.1pp | 145.39%-90.1pp |
| Employer contribution / active EE | $1,499 | $4,652-67.8% | $4,175-64.1% | $4,194-64.3% |
| Participant deferral / active EE | $4,844 | $6,159-21.4% | $5,451-11.2% | $6,396-24.3% |
| Admin fee / account holder | $504 | $16,880-97.0% | $14,497-96.5% | $12,562-96.0% |