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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 | $16,924 | $172,111-90.2% | $150,298-88.7% | $137,256-87.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.12% | 69.37%-48.2pp | 62.79%-41.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,256 | $4,636-51.3% | $4,154-45.7% | $4,156-45.7% |
| Participant deferral / active EE | $4,482 | $6,166-27.3% | $5,453-17.8% | $6,407-30.0% |
| Admin fee / account holder | $867 | $16,471-94.7% | $14,116-93.9% | $12,270-92.9% |