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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 | $55,578 | $178,174-68.8% | $156,181-64.4% | $137,256-59.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.93% | 84.19%-63.3pp | 64.87%-43.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,856 | $4,972-62.7% | $4,294-56.8% | $4,156-55.3% |
| Participant deferral / active EE | $11,940 | $6,888+73.3% | $6,132+94.7% | $6,407+86.4% |
| Admin fee / account holder | $753 | $17,404-95.7% | $14,586-94.8% | $12,270-93.9% |