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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 | $23,360 | $185,312-87.4% | $161,489-85.5% | $154,746-84.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.07% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,213 | $4,769-53.6% | $4,268-48.2% | $4,379-49.5% |
| Participant deferral / active EE | $8,884 | $6,350+39.9% | $5,630+57.8% | $6,730+32.0% |
| Admin fee / account holder | $2,211 | $18,654-88.1% | $16,006-86.2% | $14,365-84.6% |