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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 | $16,497 | $156,398-89.5% | $147,318-88.8% | $138,895-88.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 31.47% | 78.75%-47.3pp | 70.43%-39.0pp | 145.39%-113.9pp |
| Employer contribution / active EE | $5,052 | $4,853+4.1% | $4,593+10.0% | $4,194+20.5% |
| Participant deferral / active EE | $10,379 | $8,237+26.0% | $7,906+31.3% | $6,396+62.3% |
| Admin fee / account holder | $4,778 | $14,976-68.1% | $13,708-65.1% | $12,562-62.0% |