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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 | $17,442 | $114,119-84.7% | $107,187-83.7% | $138,895-87.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.80% | 273.21%-259.4pp | 204.55%-190.8pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,770 | $4,059-31.8% | $3,782-26.8% | $4,194-34.0% |
| Participant deferral / active EE | $3,975 | $5,538-28.2% | $5,096-22.0% | $6,396-37.9% |
| Admin fee / account holder | $396 | $10,024-96.0% | $9,162-95.7% | $12,562-96.8% |