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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 | $18,863 | $154,228-87.8% | $145,433-87.0% | $137,256-86.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.15% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $10,684 | $4,804+122.4% | $4,554+134.6% | $4,156+157.1% |
| Participant deferral / active EE | $14,494 | $8,216+76.4% | $7,897+83.5% | $6,407+126.2% |
| Admin fee / account holder | $7,045 | $14,344-50.9% | $13,129-46.3% | $12,270-42.6% |