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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 | $16,068 | $172,111-90.7% | $150,298-89.3% | $137,256-88.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.53% | 69.37%-50.8pp | 62.79%-44.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,360 | $4,636-70.7% | $4,154-67.3% | $4,156-67.3% |
| Participant deferral / active EE | $2,480 | $6,166-59.8% | $5,453-54.5% | $6,407-61.3% |
| Admin fee / account holder | $2,014 | $16,471-87.8% | $14,116-85.7% | $12,270-83.6% |