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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 | $20,788 | $99,875-79.2% | $146,866-85.8% | $86,983-76.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.77% | 28.10%-8.3pp | 102.85%-83.1pp | 25.83%-6.1pp |
| Employer contribution / active EE | $3,749 | $3,224+16.3% | $4,425-15.3% | $2,584+45.1% |
| Participant deferral / active EE | $2,542 | $6,322-59.8% | $7,759-67.2% | $4,194-39.4% |
| Admin fee / account holder | $990 | $7,838-87.4% | $13,620-92.7% | $7,856-87.4% |