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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 | $20,539 | $115,903-82.3% | $100,528-79.6% | $158,966-87.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.95% | 34.80%-13.9pp | 30.90%-9.9pp | 302.95%-282.0pp |
| Employer contribution / active EE | $3,146 | $4,105-23.4% | $3,419-8.0% | $4,762-33.9% |
| Participant deferral / active EE | $6,921 | $6,677+3.7% | $6,271+10.4% | $5,983+15.7% |
| Admin fee / account holder | $5,409 | $11,000-50.8% | $8,084-33.1% | $11,250-51.9% |