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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 | $16,604 | $123,155-86.5% | $108,753-84.7% | $155,188-89.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.03% | 44.73%-28.7pp | 37.47%-21.4pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,255 | $2,811-55.4% | $2,427-48.3% | $4,248-70.5% |
| Participant deferral / active EE | $4,232 | $4,623-8.5% | $4,115+2.8% | $6,531-35.2% |
| Admin fee / account holder | $5,070 | $12,126-58.2% | $10,320-50.9% | $14,480-65.0% |