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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 | $24,895 | $172,111-85.5% | $150,298-83.4% | $137,256-81.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 31.52% | 69.37%-37.8pp | 62.79%-31.3pp | 220.34%-188.8pp |
| Employer contribution / active EE | $2,343 | $4,636-49.5% | $4,154-43.6% | $4,156-43.6% |
| Participant deferral / active EE | $11,972 | $6,166+94.2% | $5,453+119.6% | $6,407+86.9% |
| Admin fee / account holder | $375 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |