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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 | $23,202 | $172,111-86.5% | $150,298-84.6% | $137,256-83.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.01% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,036 | $4,636-13.0% | $4,154-2.8% | $4,156-2.9% |
| Participant deferral / active EE | $6,441 | $6,166+4.5% | $5,453+18.1% | $6,407+0.5% |
| Admin fee / account holder | $8,858 | $16,471-46.2% | $14,116-37.2% | $12,270-27.8% |