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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 | $19,611 | $107,809-81.8% | $97,032-79.8% | $155,188-87.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 14.91% | 38.06%-23.2pp | 35.38%-20.5pp | 148.84%-133.9pp |
| Employer contribution / active EE | $2,618 | $2,911-10.1% | $2,629-0.4% | $4,248-38.4% |
| Participant deferral / active EE | $5,038 | $5,129-1.8% | $4,672+7.8% | $6,531-22.9% |
| Admin fee / account holder | $11,955 | $10,717+11.5% | $9,418+26.9% | $14,480-17.4% |