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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 | $22,170 | $156,398-85.8% | $147,318-85.0% | $138,895-84.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.63% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $6,833 | $4,853+40.8% | $4,593+48.8% | $4,194+62.9% |
| Participant deferral / active EE | $11,074 | $8,237+34.4% | $7,906+40.1% | $6,396+73.1% |
| Admin fee / account holder | $5,900 | $14,976-60.6% | $13,708-57.0% | $12,562-53.0% |