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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 | $17,927 | $156,398-88.5% | $147,318-87.8% | $138,895-87.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.28% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $3,381 | $4,853-30.3% | $4,593-26.4% | $4,194-19.4% |
| Participant deferral / active EE | $10,385 | $8,237+26.1% | $7,906+31.3% | $6,396+62.4% |
| Admin fee / account holder | $3,519 | $14,976-76.5% | $13,708-74.3% | $12,562-72.0% |