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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 | $51,861 | $139,948-62.9% | $121,663-57.4% | $154,746-66.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.94% | 230.52%-213.6pp | 147.54%-130.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,884 | $3,521-46.5% | $3,020-37.6% | $4,379-57.0% |
| Participant deferral / active EE | $8,191 | $5,629+45.5% | $4,887+67.6% | $6,730+21.7% |
| Admin fee / account holder | $427 | $17,321-97.5% | $14,289-97.0% | $14,365-97.0% |