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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 | $22,513 | $155,555-85.5% | $146,866-84.7% | $155,188-85.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.39% | 115.41%-94.0pp | 102.85%-81.5pp | 148.84%-127.5pp |
| Employer contribution / active EE | $3,480 | $4,647-25.1% | $4,425-21.4% | $4,248-18.1% |
| Participant deferral / active EE | $3,994 | $8,044-50.4% | $7,759-48.5% | $6,531-38.8% |
| Admin fee / account holder | $510 | $14,755-96.5% | $13,620-96.3% | $14,480-96.5% |