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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 | $19,188 | $110,240-82.6% | $96,544-80.1% | $139,487-86.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 26.73% | 26.41%+0.3pp | 25.88%+0.9pp | 373.84%-347.1pp |
| Employer contribution / active EE | $2,078 | $3,622-42.6% | $2,966-29.9% | $4,755-56.3% |
| Participant deferral / active EE | $4,218 | $5,549-24.0% | $4,851-13.1% | $6,713-37.2% |
| Admin fee / account holder | $338 | $11,602-97.1% | $8,254-95.9% | $11,407-97.0% |