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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 | $156,398-85.1% | $147,318-84.2% | $138,895-83.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.72% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,716 | $4,853-23.4% | $4,593-19.1% | $4,194-11.4% |
| Participant deferral / active EE | $4,970 | $8,237-39.7% | $7,906-37.1% | $6,396-22.3% |
| Admin fee / account holder | $22,032 | $14,976+47.1% | $13,708+60.7% | $12,562+75.4% |