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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 | $27,408 | $174,379-84.3% | $152,093-82.0% | $138,895-80.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.78% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,490 | $4,652-68.0% | $4,175-64.3% | $4,194-64.5% |
| Participant deferral / active EE | $8,757 | $6,159+42.2% | $5,451+60.6% | $6,396+36.9% |
| Admin fee / account holder | $2,695 | $16,880-84.0% | $14,497-81.4% | $12,562-78.5% |