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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 | $15,568 | $154,228-89.9% | $145,433-89.3% | $137,256-88.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.14% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,113 | $4,804-76.8% | $4,554-75.6% | $4,156-73.2% |
| Participant deferral / active EE | $4,961 | $8,216-39.6% | $7,897-37.2% | $6,407-22.6% |
| Admin fee / account holder | $472 | $14,344-96.7% | $13,129-96.4% | $12,270-96.2% |