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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 | $17,156 | $172,111-90.0% | $150,298-88.6% | $137,256-87.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.90% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,319 | $4,636-6.8% | $4,154+4.0% | $4,156+3.9% |
| Participant deferral / active EE | $6,506 | $6,166+5.5% | $5,453+19.3% | $6,407+1.5% |
| Admin fee / account holder | $5,094 | $16,471-69.1% | $14,116-63.9% | $12,270-58.5% |