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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 | $19,528 | $185,312-89.5% | $161,489-87.9% | $154,746-87.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.73% | 103.84%-84.1pp | 89.72%-70.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,911 | $4,769-39.0% | $4,268-31.8% | $4,379-33.5% |
| Participant deferral / active EE | $7,238 | $6,350+14.0% | $5,630+28.6% | $6,730+7.5% |
| Admin fee / account holder | $314 | $18,654-98.3% | $16,006-98.0% | $14,365-97.8% |