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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 | $20,307 | $162,136-87.5% | $152,301-86.7% | $154,746-86.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.24% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,020 | $4,890-58.7% | $4,624-56.3% | $4,379-53.9% |
| Participant deferral / active EE | $6,219 | $8,341-25.4% | $8,004-22.3% | $6,730-7.6% |
| Admin fee / account holder | $498 | $15,759-96.8% | $14,398-96.5% | $14,365-96.5% |