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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 | $20,830 | $106,588-80.5% | $94,215-77.9% | $155,188-86.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 17.42% | 29.39%-12.0pp | 28.22%-10.8pp | 148.84%-131.4pp |
| Employer contribution / active EE | $4,745 | $3,080+54.1% | $2,675+77.4% | $4,248+11.7% |
| Participant deferral / active EE | $9,877 | $4,802+105.7% | $4,276+131.0% | $6,531+51.2% |
| Admin fee / account holder | $1,785 | $12,281-85.5% | $10,216-82.5% | $14,480-87.7% |