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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 | $11,895 | $102,938-88.4% | $94,105-87.4% | $138,895-91.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 23.51% | 250.28%-226.8pp | 204.55%-181.0pp | 145.39%-121.9pp |
| Employer contribution / active EE | $934 | $2,732-65.8% | $2,504-62.7% | $4,194-77.7% |
| Participant deferral / active EE | $5,144 | $4,196+22.6% | $3,881+32.5% | $6,396-19.6% |
| Admin fee / account holder | $305 | $6,600-95.4% | $6,199-95.1% | $12,562-97.6% |