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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 | $21,482 | $176,120-87.8% | $159,487-86.5% | $167,553-87.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.81% | 331.95%-312.1pp | 263.71%-243.9pp | 478.89%-459.1pp |
| Employer contribution / active EE | $1,597 | $5,299-69.9% | $4,831-66.9% | $4,840-67.0% |
| Participant deferral / active EE | $5,528 | $7,752-28.7% | $7,354-24.8% | $6,343-12.8% |
| Admin fee / account holder | $447 | $12,561-96.4% | $10,804-95.9% | $12,316-96.4% |