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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 | $31,641 | $162,136-80.5% | $152,301-79.2% | $154,746-79.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.27% | 91.02%-76.8pp | 80.50%-66.2pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,088 | $4,890-57.3% | $4,624-54.8% | $4,379-52.3% |
| Participant deferral / active EE | $4,016 | $8,341-51.9% | $8,004-49.8% | $6,730-40.3% |
| Admin fee / account holder | $2,581 | $15,759-83.6% | $14,398-82.1% | $14,365-82.0% |