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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 | $19,632 | $110,379-82.2% | $102,412-80.8% | $145,884-86.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.70% | 24.84%-12.1pp | 24.94%-12.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $4,852 | $4,216+15.1% | $3,870+25.4% | $4,662+4.1% |
| Participant deferral / active EE | $3,425 | $5,622-39.1% | $5,060-32.3% | $6,690-48.8% |
| Admin fee / account holder | $1,145 | $9,745-88.2% | $8,388-86.3% | $13,392-91.4% |