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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 | $15,113 | $107,809-86.0% | $97,032-84.4% | $155,188-90.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 17.12% | 38.06%-20.9pp | 35.38%-18.3pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,480 | $2,911-49.2% | $2,629-43.7% | $4,248-65.2% |
| Participant deferral / active EE | $1,836 | $5,129-64.2% | $4,672-60.7% | $6,531-71.9% |
| Admin fee / account holder | $728 | $10,717-93.2% | $9,418-92.3% | $14,480-95.0% |