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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 | $20,895 | $154,228-86.5% | $145,433-85.6% | $137,256-84.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.18% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,042 | $4,804-57.5% | $4,554-55.2% | $4,156-50.9% |
| Participant deferral / active EE | $3,706 | $8,216-54.9% | $7,897-53.1% | $6,407-42.2% |
| Admin fee / account holder | $461 | $14,344-96.8% | $13,129-96.5% | $12,270-96.2% |