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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 | $20,801 | $155,555-86.6% | $146,866-85.8% | $155,188-86.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.54% | 115.41%-96.9pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $2,492 | $4,647-46.4% | $4,425-43.7% | $4,248-41.3% |
| Participant deferral / active EE | $2,846 | $8,044-64.6% | $7,759-63.3% | $6,531-56.4% |
| Admin fee / account holder | $1,422 | $14,755-90.4% | $13,620-89.6% | $14,480-90.2% |