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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 | $16,830 | $174,379-90.3% | $152,093-88.9% | $138,895-87.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 33.50% | 74.86%-41.4pp | 66.36%-32.9pp | 145.39%-111.9pp |
| Employer contribution / active EE | $2,081 | $4,652-55.3% | $4,175-50.2% | $4,194-50.4% |
| Participant deferral / active EE | $3,633 | $6,159-41.0% | $5,451-33.4% | $6,396-43.2% |
| Admin fee / account holder | $331 | $16,880-98.0% | $14,497-97.7% | $12,562-97.4% |