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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 | $26,610 | $154,228-82.7% | $145,433-81.7% | $137,256-80.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.38% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,109 | $4,804-14.5% | $4,554-9.8% | $4,156-1.1% |
| Participant deferral / active EE | $10,454 | $8,216+27.2% | $7,897+32.4% | $6,407+63.2% |
| Admin fee / account holder | $10,710 | $14,344-25.3% | $13,129-18.4% | $12,270-12.7% |