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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 | $19,414 | $185,312-89.5% | $161,489-88.0% | $154,746-87.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.59% | 103.84%-81.3pp | 89.72%-67.1pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,619 | $4,769-45.1% | $4,268-38.6% | $4,379-40.2% |
| Participant deferral / active EE | $5,096 | $6,350-19.7% | $5,630-9.5% | $6,730-24.3% |
| Admin fee / account holder | $843 | $18,654-95.5% | $16,006-94.7% | $14,365-94.1% |