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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 | $21,987 | $107,666-79.6% | $102,184-78.5% | $154,746-85.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.67% | 29.33%-11.7pp | 31.58%-13.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,909 | $3,846-50.4% | $3,594-46.9% | $4,379-56.4% |
| Participant deferral / active EE | $3,486 | $8,719-60.0% | $8,309-58.0% | $6,730-48.2% |
| Admin fee / account holder | $3,426 | $12,943-73.5% | $11,609-70.5% | $14,365-76.1% |