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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 | $17,817 | $125,778-85.8% | $114,563-84.4% | $154,746-88.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 16.69% | 295.14%-278.5pp | 241.09%-224.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $3,282 | $2,806+17.0% | $2,592+26.6% | $4,379-25.1% |
| Participant deferral / active EE | $2,641 | $4,445-40.6% | $4,142-36.2% | $6,730-60.8% |
| Admin fee / account holder | $350 | $8,190-95.7% | $7,623-95.4% | $14,365-97.6% |