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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 | $28,212 | $138,312-79.6% | $122,979-77.1% | $155,188-81.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.04% | 22.06%-9.0pp | 20.12%-7.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $2,885 | $3,530-18.3% | $3,062-5.8% | $4,248-32.1% |
| Participant deferral / active EE | $2,885 | $5,592-48.4% | $5,003-42.3% | $6,531-55.8% |
| Admin fee / account holder | $22,261 | $15,089+47.5% | $12,864+73.0% | $14,480+53.7% |