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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 | $20,297 | $111,814-81.8% | $103,378-80.4% | $145,978-86.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.02% | 24.80%-6.8pp | 24.91%-6.9pp | 550.52%-532.5pp |
| Employer contribution / active EE | $2,222 | $4,215-47.3% | $3,870-42.6% | $4,662-52.3% |
| Participant deferral / active EE | $7,355 | $5,618+30.9% | $5,058+45.4% | $6,690+9.9% |
| Admin fee / account holder | $429 | $9,764-95.6% | $8,401-94.9% | $13,400-96.8% |