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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 | $15,970 | $155,555-89.7% | $146,866-89.1% | $155,188-89.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.23% | 115.41%-95.2pp | 102.85%-82.6pp | 148.84%-128.6pp |
| Employer contribution / active EE | $2,415 | $4,647-48.0% | $4,425-45.4% | $4,248-43.2% |
| Participant deferral / active EE | $3,377 | $8,044-58.0% | $7,759-56.5% | $6,531-48.3% |
| Admin fee / account holder | $970 | $14,755-93.4% | $13,620-92.9% | $14,480-93.3% |