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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 | $185,312-87.5% | $161,489-85.6% | $154,746-85.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.01% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $4,036 | $4,769-15.4% | $4,268-5.4% | $4,379-7.8% |
| Participant deferral / active EE | $6,441 | $6,350+1.4% | $5,630+14.4% | $6,730-4.3% |
| Admin fee / account holder | $8,858 | $18,654-52.5% | $16,006-44.7% | $14,365-38.3% |