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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 | $19,864 | $113,338-82.5% | $94,993-79.1% | $147,586-86.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 21.75% | 20.80%+1.0pp | 27.14%-5.4pp | 578.59%-556.8pp |
| Employer contribution / active EE | $1,555 | $3,160-50.8% | $2,603-40.3% | $4,876-68.1% |
| Participant deferral / active EE | $3,786 | $3,777+0.2% | $3,317+14.1% | $5,439-30.4% |
| Admin fee / account holder | $8,536 | $6,063+40.8% | $4,960+72.1% | $10,886-21.6% |