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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 | $16,293 | $115,225-85.9% | $100,712-83.8% | $138,895-88.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.66% | 40.35%-24.7pp | 33.27%-17.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,907 | $2,771-31.2% | $2,313-17.5% | $4,194-54.5% |
| Participant deferral / active EE | $4,242 | $4,699-9.7% | $4,085+3.8% | $6,396-33.7% |
| Admin fee / account holder | $9,035 | $10,844-16.7% | $9,256-2.4% | $12,562-28.1% |