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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 | $17,557 | $185,312-90.5% | $161,489-89.1% | $154,746-88.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.55% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,052 | $4,769-57.0% | $4,268-51.9% | $4,379-53.1% |
| Participant deferral / active EE | $3,064 | $6,350-51.7% | $5,630-45.6% | $6,730-54.5% |
| Admin fee / account holder | $1,568 | $18,654-91.6% | $16,006-90.2% | $14,365-89.1% |