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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 | $28,000 | $180,749-84.5% | $160,784-82.6% | $137,256-79.6% |
| Participation rate | 81.3% | 80.0%+1.3pp | 77.0%+4.3pp | 80.0%+1.3pp |
| Annual return | 21.27% | 2234.46%-2213.2pp | 1803.92%-1782.7pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,563 | $6,844+10.5% | $6,293+20.2% | $6,407+18.1% |
| Admin fee / account holder | $640 | $10,397-93.8% | $9,717-93.4% | $12,270-94.8% |