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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 | $21,343 | $185,312-88.5% | $161,489-86.8% | $154,746-86.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.26% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,592 | $4,769-45.7% | $4,268-39.3% | $4,379-40.8% |
| Participant deferral / active EE | $4,451 | $6,350-29.9% | $5,630-20.9% | $6,730-33.9% |
| Admin fee / account holder | $795 | $18,654-95.7% | $16,006-95.0% | $14,365-94.5% |