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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 | $19,234 | $155,555-87.6% | $146,866-86.9% | $155,188-87.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.88% | 115.41%-94.5pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,693 | $4,647-63.6% | $4,425-61.7% | $4,248-60.1% |
| Participant deferral / active EE | $3,451 | $8,044-57.1% | $7,759-55.5% | $6,531-47.2% |
| Admin fee / account holder | $1,022 | $14,755-93.1% | $13,620-92.5% | $14,480-92.9% |