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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 | $19,899 | $155,555-87.2% | $146,866-86.5% | $155,188-87.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.83% | 115.41%-91.6pp | 102.85%-79.0pp | 148.84%-125.0pp |
| Employer contribution / active EE | $2,794 | $4,647-39.9% | $4,425-36.9% | $4,248-34.2% |
| Participant deferral / active EE | $7,469 | $8,044-7.2% | $7,759-3.7% | $6,531+14.4% |
| Admin fee / account holder | $2,333 | $14,755-84.2% | $13,620-82.9% | $14,480-83.9% |