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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 | $18,036 | $172,111-89.5% | $150,298-88.0% | $137,256-86.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.23% | 69.37%-44.1pp | 62.79%-37.6pp | 220.34%-195.1pp |
| Employer contribution / active EE | $2,337 | $4,636-49.6% | $4,154-43.7% | $4,156-43.8% |
| Participant deferral / active EE | $6,070 | $6,166-1.6% | $5,453+11.3% | $6,407-5.3% |
| Admin fee / account holder | $1,233 | $16,471-92.5% | $14,116-91.3% | $12,270-90.0% |