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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 | $21,362 | $107,666-80.2% | $102,184-79.1% | $154,746-86.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 26.25% | 29.33%-3.1pp | 31.58%-5.3pp | 172.34%-146.1pp |
| Employer contribution / active EE | $2,355 | $3,846-38.8% | $3,594-34.5% | $4,379-46.2% |
| Participant deferral / active EE | $5,637 | $8,719-35.4% | $8,309-32.2% | $6,730-16.2% |
| Admin fee / account holder | $589 | $12,943-95.4% | $11,609-94.9% | $14,365-95.9% |