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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 | $13,517 | $100,970-86.6% | $96,576-86.0% | $137,256-90.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.44% | 38.16%-18.7pp | 38.47%-19.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $8,555 | $3,809+124.6% | $3,553+140.8% | $4,156+105.8% |
| Participant deferral / active EE | $14,496 | $8,286+74.9% | $7,956+82.2% | $6,407+126.3% |
| Admin fee / account holder | $7,945 | $11,312-29.8% | $11,381-30.2% | $12,270-35.3% |