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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 | $17,944 | $99,345-81.9% | $84,753-78.8% | $273,972-93.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.41% | 22.93%-13.5pp | 22.78%-13.4pp | 41.46%-32.0pp |
| Employer contribution / active EE | $1,309 | $4,214-68.9% | $3,574-63.4% | $4,869-73.1% |
| Participant deferral / active EE | $5,992 | $4,270+40.3% | $3,712+61.4% | $5,287+13.3% |
| Admin fee / account holder | $1,587 | $6,645-76.1% | $5,333-70.2% | $10,133-84.3% |