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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 | $19,191 | $161,352-88.1% | $134,172-85.7% | $137,256-86.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 20.57% | 28.72%-8.1pp | 25.30%-4.7pp | 220.34%-199.8pp |
| Employer contribution / active EE | $5,216 | $4,099+27.3% | $3,420+52.5% | $4,156+25.5% |
| Participant deferral / active EE | $11,239 | $5,552+102.4% | $4,690+139.6% | $6,407+75.4% |
| Admin fee / account holder | $6,835 | $15,028-54.5% | $12,016-43.1% | $12,270-44.3% |