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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 | $154,228-84.7% | $145,433-83.7% | $137,256-82.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.55% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,929 | $4,804-18.2% | $4,554-13.7% | $4,156-5.5% |
| Participant deferral / active EE | $5,788 | $8,216-29.6% | $7,897-26.7% | $6,407-9.7% |
| Admin fee / account holder | $1,500 | $14,344-89.5% | $13,129-88.6% | $12,270-87.8% |