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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 | $28,709 | $174,379-83.5% | $152,093-81.1% | $138,895-79.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.94% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,299 | $4,652-29.1% | $4,175-21.0% | $4,194-21.4% |
| Participant deferral / active EE | $2,000 | $6,159-67.5% | $5,451-63.3% | $6,396-68.7% |
| Admin fee / account holder | $453 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |