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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 | $31,194 | $162,136-80.8% | $152,301-79.5% | $154,746-79.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.28% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $3,114 | $4,890-36.3% | $4,624-32.7% | $4,379-28.9% |
| Participant deferral / active EE | $5,251 | $8,341-37.0% | $8,004-34.4% | $6,730-22.0% |
| Admin fee / account holder | $1,657 | $15,759-89.5% | $14,398-88.5% | $14,365-88.5% |