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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 | $21,725 | $174,379-87.5% | $152,093-85.7% | $138,895-84.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.61% | 74.86%-52.2pp | 66.36%-43.7pp | 145.39%-122.8pp |
| Employer contribution / active EE | $1,030 | $4,652-77.9% | $4,175-75.3% | $4,194-75.4% |
| Participant deferral / active EE | $9,995 | $6,159+62.3% | $5,451+83.3% | $6,396+56.3% |
| Admin fee / account holder | $27,582 | $16,880+63.4% | $14,497+90.3% | $12,562+119.6% |