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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 | $21,205 | $100,970-79.0% | $96,576-78.0% | $137,256-84.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.27% | 38.16%-14.9pp | 38.47%-15.2pp | 220.34%-197.1pp |
| Employer contribution / active EE | $3,386 | $3,809-11.1% | $3,553-4.7% | $4,156-18.5% |
| Participant deferral / active EE | $7,786 | $8,286-6.0% | $7,956-2.1% | $6,407+21.5% |
| Admin fee / account holder | $5,296 | $11,312-53.2% | $11,381-53.5% | $12,270-56.8% |