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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 | $18,335 | $162,136-88.7% | $152,301-88.0% | $154,746-88.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.63% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,229 | $4,890-74.9% | $4,624-73.4% | $4,379-71.9% |
| Participant deferral / active EE | $2,972 | $8,341-64.4% | $8,004-62.9% | $6,730-55.8% |
| Admin fee / account holder | $2,476 | $15,759-84.3% | $14,398-82.8% | $14,365-82.8% |