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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 | $162,136-85.6% | $152,301-84.7% | $154,746-84.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.72% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $3,716 | $4,890-24.0% | $4,624-19.6% | $4,379-15.1% |
| Participant deferral / active EE | $4,970 | $8,341-40.4% | $8,004-37.9% | $6,730-26.2% |
| Admin fee / account holder | $22,032 | $15,759+39.8% | $14,398+53.0% | $14,365+53.4% |