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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 | $44,774 | $172,111-74.0% | $150,298-70.2% | $137,256-67.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.01% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,114 | $4,636-32.8% | $4,154-25.0% | $4,156-25.1% |
| Participant deferral / active EE | $10,221 | $6,166+65.8% | $5,453+87.5% | $6,407+59.5% |
| Admin fee / account holder | $833 | $16,471-94.9% | $14,116-94.1% | $12,270-93.2% |