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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 | $14,714 | $115,225-87.2% | $100,712-85.4% | $138,895-89.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.98% | 40.35%-28.4pp | 33.27%-21.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $4,427 | $2,771+59.7% | $2,313+91.4% | $4,194+5.5% |
| Participant deferral / active EE | $4,084 | $4,699-13.1% | $4,0850% | $6,396-36.2% |
| Admin fee / account holder | $10,201 | $10,844-5.9% | $9,256+10.2% | $12,562-18.8% |