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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 | $31,353 | $156,398-80.0% | $147,318-78.7% | $138,895-77.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.51% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $2,087 | $4,853-57.0% | $4,593-54.6% | $4,194-50.2% |
| Participant deferral / active EE | $4,697 | $8,237-43.0% | $7,906-40.6% | $6,396-26.6% |
| Admin fee / account holder | $372 | $14,976-97.5% | $13,708-97.3% | $12,562-97.0% |