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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 | $19,680 | $77,707-74.7% | $70,160-72.0% | $139,466-85.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.72% | 19.30%-5.6pp | 19.08%-5.4pp | 373.66%-359.9pp |
| Employer contribution / active EE | $3,997 | $4,986-19.8% | $4,285-6.7% | $4,754-15.9% |
| Participant deferral / active EE | $4,634 | $6,443-28.1% | $5,394-14.1% | $6,712-31.0% |
| Admin fee / account holder | $533 | $5,397-90.1% | $4,582-88.4% | $11,409-95.3% |