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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 | $44,501 | $185,312-76.0% | $161,489-72.4% | $154,746-71.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.18% | 103.84%-85.7pp | 89.72%-71.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $3,393 | $4,769-28.9% | $4,268-20.5% | $4,379-22.5% |
| Participant deferral / active EE | $2,347 | $6,350-63.0% | $5,630-58.3% | $6,730-65.1% |
| Admin fee / account holder | $432 | $18,654-97.7% | $16,006-97.3% | $14,365-97.0% |