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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 | $22,426 | $129,737-82.7% | $119,126-81.2% | $154,746-85.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.23% | 379.08%-358.9pp | 282.11%-261.9pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,334 | $4,375-46.6% | $4,034-42.1% | $4,379-46.7% |
| Participant deferral / active EE | $5,613 | $5,842-3.9% | $5,318+5.5% | $6,730-16.6% |
| Admin fee / account holder | $1,332 | $11,961-88.9% | $10,693-87.5% | $14,365-90.7% |