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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 | $21,033 | $154,228-86.4% | $145,433-85.5% | $137,256-84.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 214.18% | 74.59%+139.6pp | 66.58%+147.6pp | 220.34%-6.2pp |
| Employer contribution / active EE | $1,579 | $4,804-67.1% | $4,554-65.3% | $4,156-62.0% |
| Participant deferral / active EE | $3,570 | $8,216-56.5% | $7,897-54.8% | $6,407-44.3% |
| Admin fee / account holder | $303 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |