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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 | $17,403 | $97,289-82.1% | $92,805-81.2% | $155,188-88.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 27.47% | 29.03%-1.6pp | 31.59%-4.1pp | 148.84%-121.4pp |
| Employer contribution / active EE | $1,575 | $3,632-56.6% | $3,424-54.0% | $4,248-62.9% |
| Participant deferral / active EE | $5,686 | $8,795-35.4% | $8,448-32.7% | $6,531-12.9% |
| Admin fee / account holder | $2,012 | $12,015-83.3% | $10,911-81.6% | $14,480-86.1% |