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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 | $22,829 | $135,956-83.2% | $123,894-81.6% | $273,972-91.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.16% | 56.63%-46.5pp | 47.52%-37.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $2,327 | $5,170-55.0% | $4,617-49.6% | $4,869-52.2% |
| Participant deferral / active EE | $9,596 | $6,343+51.3% | $5,984+60.4% | $5,287+81.5% |
| Admin fee / account holder | $1,882 | $9,817-80.8% | $8,357-77.5% | $10,133-81.4% |