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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 | $26,748 | $155,555-82.8% | $146,866-81.8% | $155,188-82.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.54% | 115.41%-95.9pp | 102.85%-83.3pp | 148.84%-129.3pp |
| Employer contribution / active EE | $3,621 | $4,647-22.1% | $4,425-18.2% | $4,248-14.8% |
| Participant deferral / active EE | $5,925 | $8,044-26.4% | $7,759-23.6% | $6,531-9.3% |
| Admin fee / account holder | $580 | $14,755-96.1% | $13,620-95.7% | $14,480-96.0% |