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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 | $20,757 | $174,379-88.1% | $152,093-86.4% | $138,895-85.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.98% | 74.86%-62.9pp | 66.36%-54.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $2,916 | $4,652-37.3% | $4,175-30.2% | $4,194-30.5% |
| Participant deferral / active EE | $5,804 | $6,159-5.8% | $5,451+6.5% | $6,396-9.3% |
| Admin fee / account holder | $8,921 | $16,880-47.2% | $14,497-38.5% | $12,562-29.0% |