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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 | $21,598 | $100,970-78.6% | $96,576-77.6% | $137,256-84.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.57% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,481 | $3,809-8.6% | $3,553-2.0% | $4,156-16.3% |
| Participant deferral / active EE | $5,653 | $8,286-31.8% | $7,956-29.0% | $6,407-11.8% |
| Admin fee / account holder | $12,451 | $11,312+10.1% | $11,381+9.4% | $12,270+1.5% |