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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 | $17,907 | $129,737-86.2% | $119,126-85.0% | $154,746-88.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.43% | 379.08%-365.6pp | 282.11%-268.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $5,919 | $4,375+35.3% | $4,034+46.7% | $4,379+35.2% |
| Participant deferral / active EE | $3,276 | $5,842-43.9% | $5,318-38.4% | $6,730-51.3% |
| Admin fee / account holder | $9,419 | $11,961-21.2% | $10,693-11.9% | $14,365-34.4% |