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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 | $19,674 | $155,555-87.4% | $146,866-86.6% | $155,188-87.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.14% | 115.41%-93.3pp | 102.85%-80.7pp | 148.84%-126.7pp |
| Employer contribution / active EE | $2,876 | $4,647-38.1% | $4,425-35.0% | $4,248-32.3% |
| Participant deferral / active EE | $3,401 | $8,044-57.7% | $7,759-56.2% | $6,531-47.9% |
| Admin fee / account holder | $856 | $14,755-94.2% | $13,620-93.7% | $14,480-94.1% |