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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 | $29,369 | $139,948-79.0% | $121,663-75.9% | $154,746-81.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 18.90% | 230.52%-211.6pp | 147.54%-128.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,491 | $3,521-57.6% | $3,020-50.6% | $4,379-65.9% |
| Participant deferral / active EE | $6,738 | $5,629+19.7% | $4,887+37.9% | $6,730+0.1% |
| Admin fee / account holder | $627 | $17,321-96.4% | $14,289-95.6% | $14,365-95.6% |