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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 | $21,986 | $162,136-86.4% | $152,301-85.6% | $154,746-85.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.13% | 91.02%-71.9pp | 80.50%-61.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,971 | $4,890-39.3% | $4,624-35.8% | $4,379-32.2% |
| Participant deferral / active EE | $6,248 | $8,341-25.1% | $8,004-21.9% | $6,730-7.2% |
| Admin fee / account holder | $2,743 | $15,759-82.6% | $14,398-81.0% | $14,365-80.9% |