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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 | $19,929 | $162,136-87.7% | $152,301-86.9% | $154,746-87.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.18% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,466 | $4,890-49.6% | $4,624-46.7% | $4,379-43.7% |
| Participant deferral / active EE | $4,379 | $8,341-47.5% | $8,004-45.3% | $6,730-34.9% |
| Admin fee / account holder | $1,696 | $15,759-89.2% | $14,398-88.2% | $14,365-88.2% |