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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 | $13,359 | $174,379-92.3% | $152,093-91.2% | $138,895-90.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.56% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,489 | $4,652-68.0% | $4,175-64.3% | $4,194-64.5% |
| Participant deferral / active EE | $2,680 | $6,159-56.5% | $5,451-50.8% | $6,396-58.1% |
| Admin fee / account holder | $1,649 | $16,880-90.2% | $14,497-88.6% | $12,562-86.9% |