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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 | $13,181 | $174,379-92.4% | $152,093-91.3% | $138,895-90.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.58% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $3,867 | $4,652-16.9% | $4,175-7.4% | $4,194-7.8% |
| Participant deferral / active EE | $10,885 | $6,159+76.7% | $5,451+99.7% | $6,396+70.2% |
| Admin fee / account holder | $3,574 | $16,880-78.8% | $14,497-75.3% | $12,562-71.6% |