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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 | $28,749 | $185,141-84.5% | $153,416-81.3% | $155,188-81.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 13.56% | 18.72%-5.2pp | 17.84%-4.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $3,081 | $4,489-31.4% | $3,764-18.1% | $4,248-27.5% |
| Participant deferral / active EE | $12,073 | $5,477+120.4% | $4,723+155.6% | $6,531+84.9% |
| Admin fee / account holder | $1,667 | $16,005-89.6% | $13,095-87.3% | $14,480-88.5% |