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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 | $20,390 | $185,312-89.0% | $161,489-87.4% | $154,746-86.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.65% | 103.84%-91.2pp | 89.72%-77.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,068 | $4,769-56.6% | $4,268-51.5% | $4,379-52.8% |
| Participant deferral / active EE | $2,977 | $6,350-53.1% | $5,630-47.1% | $6,730-55.8% |
| Admin fee / account holder | $1,059 | $18,654-94.3% | $16,006-93.4% | $14,365-92.6% |