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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 | $21,953 | $127,387-82.8% | $115,038-80.9% | $125,389-82.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 16.26% | 31.28%-15.0pp | 26.14%-9.9pp | 282.24%-266.0pp |
| Employer contribution / active EE | $2,483 | $5,166-51.9% | $4,608-46.1% | $4,866-49.0% |
| Participant deferral / active EE | $5,595 | $6,423-12.9% | $6,026-7.2% | $5,352+4.5% |
| Admin fee / account holder | $696 | $9,516-92.7% | $8,175-91.5% | $9,541-92.7% |