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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 | $102,609-83.0% | $98,090-82.3% | $138,895-87.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 27.47% | 36.44%-9.0pp | 37.05%-9.6pp | 145.39%-117.9pp |
| Employer contribution / active EE | $1,575 | $3,867-59.3% | $3,606-56.3% | $4,194-62.4% |
| Participant deferral / active EE | $5,686 | $8,167-30.4% | $7,845-27.5% | $6,396-11.1% |
| Admin fee / account holder | $2,012 | $11,434-82.4% | $11,815-83.0% | $12,562-84.0% |