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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 | $23,727 | $162,136-85.4% | $152,301-84.4% | $154,746-84.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.98% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,066 | $4,890-57.8% | $4,624-55.3% | $4,379-52.8% |
| Participant deferral / active EE | $3,907 | $8,341-53.2% | $8,004-51.2% | $6,730-41.9% |
| Admin fee / account holder | $734 | $15,759-95.3% | $14,398-94.9% | $14,365-94.9% |