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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 | $16,282 | $154,228-89.4% | $145,433-88.8% | $137,256-88.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.88% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $7,027 | $4,804+46.3% | $4,554+54.3% | $4,156+69.1% |
| Participant deferral / active EE | $12,662 | $8,216+54.1% | $7,897+60.3% | $6,407+97.6% |
| Admin fee / account holder | $2,117 | $14,344-85.2% | $13,129-83.9% | $12,270-82.7% |