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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 | $15,311 | $154,228-90.1% | $145,433-89.5% | $137,256-88.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.26% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $3,838 | $4,804-20.1% | $4,554-15.7% | $4,156-7.7% |
| Participant deferral / active EE | $8,467 | $8,216+3.1% | $7,897+7.2% | $6,407+32.2% |
| Admin fee / account holder | $1,972 | $14,344-86.3% | $13,129-85.0% | $12,270-83.9% |