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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 | $17,434 | $155,555-88.8% | $146,866-88.1% | $155,188-88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.94% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $2,431 | $4,647-47.7% | $4,425-45.1% | $4,248-42.8% |
| Participant deferral / active EE | $3,578 | $8,044-55.5% | $7,759-53.9% | $6,531-45.2% |
| Admin fee / account holder | $1,860 | $14,755-87.4% | $13,620-86.3% | $14,480-87.2% |