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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 | $21,458 | $174,379-87.7% | $152,093-85.9% | $138,895-84.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 24.58% | 74.86%-50.3pp | 66.36%-41.8pp | 145.39%-120.8pp |
| Employer contribution / active EE | $3,547 | $4,652-23.8% | $4,175-15.0% | $4,194-15.4% |
| Participant deferral / active EE | $7,324 | $6,159+18.9% | $5,451+34.4% | $6,396+14.5% |
| Admin fee / account holder | $3,060 | $16,880-81.9% | $14,497-78.9% | $12,562-75.6% |