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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 | $18,247 | $115,911-84.3% | $100,530-81.8% | $158,950-88.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 8.85% | 34.80%-25.9pp | 30.89%-22.0pp | 302.91%-294.1pp |
| Employer contribution / active EE | $3,826 | $4,104-6.8% | $3,418+11.9% | $4,762-19.7% |
| Participant deferral / active EE | $2,665 | $6,676-60.1% | $6,271-57.5% | $5,983-55.5% |
| Admin fee / account holder | $7,985 | $10,999-27.4% | $8,083-1.2% | $11,248-29.0% |