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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 | $15,648 | $100,970-84.5% | $96,576-83.8% | $137,256-88.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.24% | 38.16%-24.9pp | 38.47%-25.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,389 | $3,809-63.5% | $3,553-60.9% | $4,156-66.6% |
| Participant deferral / active EE | $2,278 | $8,286-72.5% | $7,956-71.4% | $6,407-64.5% |
| Admin fee / account holder | $9,019 | $11,312-20.3% | $11,381-20.8% | $12,270-26.5% |