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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 | $28,832 | $163,687-82.4% | $108,745-73.5% | $273,972-89.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 16.02% | 31.16%-15.1pp | 46.22%-30.2pp | 41.46%-25.4pp |
| Employer contribution / active EE | $1,986 | $4,711-57.8% | $3,323-40.2% | $4,869-59.2% |
| Participant deferral / active EE | $12,493 | $7,155+74.6% | $5,121+143.9% | $5,287+136.3% |
| Admin fee / account holder | $663 | $12,890-94.9% | $6,144-89.2% | $10,133-93.5% |