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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 | $19,711 | $174,379-88.7% | $152,093-87.0% | $138,895-85.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 34.35% | 74.86%-40.5pp | 66.36%-32.0pp | 145.39%-111.0pp |
| Employer contribution / active EE | $2,704 | $4,652-41.9% | $4,175-35.2% | $4,194-35.5% |
| Participant deferral / active EE | $6,907 | $6,159+12.1% | $5,451+26.7% | $6,396+8.0% |
| Admin fee / account holder | $2,591 | $16,880-84.6% | $14,497-82.1% | $12,562-79.4% |