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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 | $24,875 | $162,136-84.7% | $152,301-83.7% | $154,746-83.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.00% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $2,111 | $4,890-56.8% | $4,624-54.3% | $4,379-51.8% |
| Participant deferral / active EE | $2,932 | $8,341-64.9% | $8,004-63.4% | $6,730-56.4% |
| Admin fee / account holder | $429 | $15,759-97.3% | $14,398-97.0% | $14,365-97.0% |