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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 | $44,843 | $156,398-71.3% | $147,318-69.6% | $138,895-67.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.46% | 78.75%-66.3pp | 70.43%-58.0pp | 145.39%-132.9pp |
| Employer contribution / active EE | $1,636 | $4,853-66.3% | $4,593-64.4% | $4,194-61.0% |
| Participant deferral / active EE | $2,510 | $8,237-69.5% | $7,906-68.3% | $6,396-60.8% |
| Admin fee / account holder | $803 | $14,976-94.6% | $13,708-94.1% | $12,562-93.6% |