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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 | $17,346 | $114,013-84.8% | $103,693-83.3% | $155,188-88.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 24.41% | 49.31%-24.9pp | 47.61%-23.2pp | 148.84%-124.4pp |
| Employer contribution / active EE | $3,653 | $3,131+16.7% | $2,920+25.1% | $4,248-14.0% |
| Participant deferral / active EE | $5,688 | $4,970+14.4% | $4,579+24.2% | $6,531-12.9% |
| Admin fee / account holder | $1,528 | $8,407-81.8% | $7,858-80.6% | $14,480-89.4% |