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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 | $11,662 | $97,125-88.0% | $86,233-86.5% | $137,256-91.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.08% | 74.19%-56.1pp | 61.39%-43.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,432 | $2,841-49.6% | $2,504-42.8% | $4,156-65.6% |
| Participant deferral / active EE | $3,108 | $5,180-40.0% | $4,559-31.8% | $6,407-51.5% |
| Admin fee / account holder | $960 | $9,725-90.1% | $8,342-88.5% | $12,270-92.2% |