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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 | $23,280 | $162,136-85.6% | $152,301-84.7% | $154,746-85.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.44% | 91.02%-78.6pp | 80.50%-68.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,482 | $4,890-49.2% | $4,624-46.3% | $4,379-43.3% |
| Participant deferral / active EE | $4,289 | $8,341-48.6% | $8,004-46.4% | $6,730-36.3% |
| Admin fee / account holder | $723 | $15,759-95.4% | $14,398-95.0% | $14,365-95.0% |