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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 | $17,051 | $156,398-89.1% | $147,318-88.4% | $138,895-87.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.92% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,420 | $4,853-70.7% | $4,593-69.1% | $4,194-66.1% |
| Participant deferral / active EE | $7,750 | $8,237-5.9% | $7,906-2.0% | $6,396+21.2% |
| Admin fee / account holder | $6,292 | $14,976-58.0% | $13,708-54.1% | $12,562-49.9% |