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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 | $21,554 | $171,930-87.5% | $151,266-85.8% | $154,746-86.1% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 15.77% | 242.03%-226.3pp | 180.60%-164.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $3,439 | $4,710-27.0% | $4,237-18.8% | $4,379-21.5% |
| Participant deferral / active EE | $4,376 | $8,191-46.6% | $7,337-40.4% | $6,730-35.0% |
| Admin fee / account holder | $1,431 | $15,803-90.9% | $13,159-89.1% | $14,365-90.0% |