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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 | $13,633 | $172,111-92.1% | $150,298-90.9% | $137,256-90.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.96% | 69.37%-47.4pp | 62.79%-40.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,167 | $4,636-53.3% | $4,154-47.8% | $4,156-47.9% |
| Participant deferral / active EE | $2,800 | $6,166-54.6% | $5,453-48.6% | $6,407-56.3% |
| Admin fee / account holder | $326 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |