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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 | $22,318 | $147,556-84.9% | $129,031-82.7% | $198,609-88.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 19.54% | 37.41%-17.9pp | 34.67%-15.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $3,438 | $3,645-5.7% | $3,226+6.6% | $5,055-32.0% |
| Participant deferral / active EE | $3,813 | $5,760-33.8% | $5,217-26.9% | $6,977-45.4% |
| Admin fee / account holder | $786 | $15,467-94.9% | $13,208-94.0% | $19,030-95.9% |