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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 | $18,852 | $72,027-73.8% | $185,835-89.9% | $79,852-76.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.78% | 23.13%-6.3pp | 35.96%-19.2pp | 31.72%-14.9pp |
| Employer contribution / active EE | $1,959 | $1,965-0.3% | $4,087-52.1% | $2,471-20.7% |
| Participant deferral / active EE | $3,326 | $3,780-12.0% | $5,633-41.0% | $3,740-11.1% |
| Admin fee / account holder | $599 | $4,513-86.7% | $9,502-93.7% | $5,306-88.7% |