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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 | $123,155-80.3% | $108,753-77.7% | $155,188-84.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.72% | 44.73%-24.0pp | 37.47%-16.8pp | 148.84%-128.1pp |
| Employer contribution / active EE | $3,372 | $2,811+19.9% | $2,427+39.0% | $4,248-20.6% |
| Participant deferral / active EE | $11,739 | $4,623+153.9% | $4,115+185.3% | $6,531+79.7% |
| Admin fee / account holder | $2,268 | $12,126-81.3% | $10,320-78.0% | $14,480-84.3% |