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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 | $19,159 | $161,352-88.1% | $134,172-85.7% | $137,256-86.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 10.09% | 28.72%-18.6pp | 25.30%-15.2pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,202 | $4,099-70.7% | $3,420-64.9% | $4,156-71.1% |
| Participant deferral / active EE | $3,413 | $5,552-38.5% | $4,690-27.2% | $6,407-46.7% |
| Admin fee / account holder | $878 | $15,028-94.2% | $12,016-92.7% | $12,270-92.8% |