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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 | $13,186 | $114,119-88.4% | $107,187-87.7% | $138,895-90.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.54% | 273.21%-256.7pp | 204.55%-188.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,414 | $4,059-15.9% | $3,782-9.7% | $4,194-18.6% |
| Participant deferral / active EE | $5,784 | $5,538+4.4% | $5,096+13.5% | $6,396-9.6% |
| Admin fee / account holder | $2,543 | $10,024-74.6% | $9,162-72.2% | $12,562-79.8% |