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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 | $23,322 | $154,228-84.9% | $145,433-84.0% | $137,256-83.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.72% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,716 | $4,804-22.7% | $4,554-18.4% | $4,156-10.6% |
| Participant deferral / active EE | $4,970 | $8,216-39.5% | $7,897-37.1% | $6,407-22.4% |
| Admin fee / account holder | $22,032 | $14,344+53.6% | $13,129+67.8% | $12,270+79.6% |