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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 | $28,333 | $114,119-75.2% | $107,187-73.6% | $138,895-79.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.08% | 273.21%-255.1pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,306 | $4,059-43.2% | $3,782-39.0% | $4,194-45.0% |
| Participant deferral / active EE | $8,734 | $5,538+57.7% | $5,096+71.4% | $6,396+36.5% |
| Admin fee / account holder | $12,248 | $10,024+22.2% | $9,162+33.7% | $12,562-2.5% |