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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 | $19,611 | $108,882-82.0% | $96,754-79.7% | $154,746-87.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.91% | 98.39%-83.5pp | 82.04%-67.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,618 | $3,018-13.2% | $2,679-2.3% | $4,379-40.2% |
| Participant deferral / active EE | $5,038 | $5,323-5.3% | $4,758+5.9% | $6,730-25.1% |
| Admin fee / account holder | $11,955 | $10,200+17.2% | $8,905+34.3% | $14,365-16.8% |