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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 | $174,379-86.6% | $152,093-84.6% | $138,895-83.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.07% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $2,213 | $4,652-52.4% | $4,175-47.0% | $4,194-47.2% |
| Participant deferral / active EE | $8,884 | $6,159+44.2% | $5,451+63.0% | $6,396+38.9% |
| Admin fee / account holder | $2,211 | $16,880-86.9% | $14,497-84.7% | $12,562-82.4% |