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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 | $20,889 | $123,155-83.0% | $108,753-80.8% | $155,188-86.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.81% | 44.73%-22.9pp | 37.47%-15.7pp | 148.84%-127.0pp |
| Employer contribution / active EE | $2,557 | $2,811-9.0% | $2,427+5.4% | $4,248-39.8% |
| Participant deferral / active EE | $9,012 | $4,623+94.9% | $4,115+119.0% | $6,531+38.0% |
| Admin fee / account holder | $502 | $12,126-95.9% | $10,320-95.1% | $14,480-96.5% |