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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 | $162,136-86.1% | $152,301-85.2% | $154,746-85.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.39% | 91.02%-69.6pp | 80.50%-59.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $3,480 | $4,890-28.8% | $4,624-24.8% | $4,379-20.5% |
| Participant deferral / active EE | $3,994 | $8,341-52.1% | $8,004-50.1% | $6,730-40.7% |
| Admin fee / account holder | $510 | $15,759-96.8% | $14,398-96.5% | $14,365-96.5% |