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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 | $24,242 | $171,930-85.9% | $151,266-84.0% | $154,746-84.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 18.59% | 242.03%-223.4pp | 180.60%-162.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,611 | $4,710-44.6% | $4,237-38.4% | $4,379-40.4% |
| Participant deferral / active EE | $10,052 | $8,191+22.7% | $7,337+37.0% | $6,730+49.3% |
| Admin fee / account holder | $2,051 | $15,803-87.0% | $13,159-84.4% | $14,365-85.7% |