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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 | $162,967-88.2% | $135,792-85.9% | $138,895-86.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 10.09% | 30.08%-20.0pp | 25.96%-15.9pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,202 | $4,211-71.5% | $3,496-65.6% | $4,194-71.3% |
| Participant deferral / active EE | $3,413 | $5,640-39.5% | $4,759-28.3% | $6,396-46.6% |
| Admin fee / account holder | $878 | $15,306-94.3% | $12,266-92.8% | $12,562-93.0% |