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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 | $22,275 | $183,627-87.9% | $155,602-85.7% | $145,978-84.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.25% | 61.32%-48.1pp | 64.81%-51.6pp | 550.52%-537.3pp |
| Employer contribution / active EE | $1,285 | $5,316-75.8% | $4,675-72.5% | $4,662-72.4% |
| Participant deferral / active EE | $2,683 | $6,466-58.5% | $5,629-52.3% | $6,690-59.9% |
| Admin fee / account holder | $365 | $19,327-98.1% | $15,923-97.7% | $13,400-97.3% |