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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 | $18,663 | $91,037-79.5% | $71,671-74.0% | $147,586-87.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 23.12% | 20.48%+2.6pp | 20.65%+2.5pp | 578.59%-555.5pp |
| Employer contribution / active EE | $2,174 | $3,327-34.7% | $2,460-11.6% | $4,876-55.4% |
| Participant deferral / active EE | $5,130 | $4,498+14.0% | $3,438+49.2% | $5,439-5.7% |
| Admin fee / account holder | $1,196 | $8,613-86.1% | $5,558-78.5% | $10,886-89.0% |