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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 | $21,889 | $211,239-89.6% | $178,528-87.7% | $145,877-85.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.84% | 30.22%-22.4pp | 27.11%-19.3pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,685 | $4,570-63.1% | $3,950-57.4% | $4,663-63.9% |
| Participant deferral / active EE | $5,124 | $6,963-26.4% | $6,278-18.4% | $6,691-23.4% |
| Admin fee / account holder | $525 | $12,095-95.7% | $10,419-95.0% | $13,402-96.1% |