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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 | $30,819 | $174,379-82.3% | $152,093-79.7% | $138,895-77.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.59% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,207 | $4,652-52.6% | $4,175-47.1% | $4,194-47.4% |
| Participant deferral / active EE | $6,976 | $6,159+13.3% | $5,451+28.0% | $6,396+9.1% |
| Admin fee / account holder | $2,077 | $16,880-87.7% | $14,497-85.7% | $12,562-83.5% |