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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 | $24,988 | $100,970-75.3% | $96,576-74.1% | $137,256-81.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.34% | 38.16%-24.8pp | 38.47%-25.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,376 | $3,809-11.4% | $3,553-5.0% | $4,156-18.8% |
| Participant deferral / active EE | $7,706 | $8,286-7.0% | $7,956-3.1% | $6,407+20.3% |
| Admin fee / account holder | $11,869 | $11,312+4.9% | $11,381+4.3% | $12,270-3.3% |