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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 | $16,752 | $102,245-83.6% | $89,340-81.2% | $137,256-87.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.18% | 21.89%+0.3pp | 20.57%+1.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,214 | $2,529-52.0% | $2,231-45.6% | $4,156-70.8% |
| Participant deferral / active EE | $3,801 | $4,436-14.3% | $3,823-0.6% | $6,407-40.7% |
| Admin fee / account holder | $946 | $8,085-88.3% | $6,704-85.9% | $12,270-92.3% |