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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 | $26,528 | $107,666-75.4% | $102,184-74.0% | $154,746-82.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 21.00% | 29.33%-8.3pp | 31.58%-10.6pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,000 | $3,846-74.0% | $3,594-72.2% | $4,379-77.2% |
| Participant deferral / active EE | $6,219 | $8,719-28.7% | $8,309-25.2% | $6,730-7.6% |
| Admin fee / account holder | $350 | $12,943-97.3% | $11,609-97.0% | $14,365-97.6% |