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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 | $21,411 | $156,398-86.3% | $147,318-85.5% | $138,895-84.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.13% | 78.75%-59.6pp | 70.43%-51.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $6,970 | $4,853+43.6% | $4,593+51.8% | $4,194+66.2% |
| Participant deferral / active EE | $13,760 | $8,237+67.0% | $7,906+74.0% | $6,396+115.1% |
| Admin fee / account holder | $11,948 | $14,976-20.2% | $13,708-12.8% | $12,562-4.9% |