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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 | $23,662 | $162,136-85.4% | $152,301-84.5% | $154,746-84.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.55% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $3,929 | $4,890-19.7% | $4,624-15.0% | $4,379-10.3% |
| Participant deferral / active EE | $5,788 | $8,341-30.6% | $8,004-27.7% | $6,730-14.0% |
| Admin fee / account holder | $1,500 | $15,759-90.5% | $14,398-89.6% | $14,365-89.6% |