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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 | $29,996 | $117,904-74.6% | $102,457-70.7% | $145,978-79.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.40% | 31.80%-20.4pp | 29.41%-18.0pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,945 | $3,613-46.2% | $3,022-35.6% | $4,662-58.3% |
| Participant deferral / active EE | $4,049 | $5,733-29.4% | $5,054-19.9% | $6,690-39.5% |
| Admin fee / account holder | $342 | $13,329-97.4% | $9,451-96.4% | $13,400-97.4% |