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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 | $16,631 | $154,228-89.2% | $145,433-88.6% | $137,256-87.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.17% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,464 | $4,804-48.7% | $4,554-45.9% | $4,156-40.7% |
| Participant deferral / active EE | $4,938 | $8,216-39.9% | $7,897-37.5% | $6,407-22.9% |
| Admin fee / account holder | $783 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |