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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 | $24,220 | $115,225-79.0% | $100,712-76.0% | $138,895-82.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 20.72% | 40.35%-19.6pp | 33.27%-12.6pp | 145.39%-124.7pp |
| Employer contribution / active EE | $3,372 | $2,771+21.7% | $2,313+45.8% | $4,194-19.6% |
| Participant deferral / active EE | $11,739 | $4,699+149.8% | $4,085+187.3% | $6,396+83.5% |
| Admin fee / account holder | $2,268 | $10,844-79.1% | $9,256-75.5% | $12,562-81.9% |