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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 | $14,312 | $112,729-87.3% | $98,716-85.5% | $137,256-89.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.01% | 38.48%-24.5pp | 31.81%-17.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $898 | $2,725-67.0% | $2,279-60.6% | $4,156-78.4% |
| Participant deferral / active EE | $1,150 | $4,640-75.2% | $4,048-71.6% | $6,407-82.1% |
| Admin fee / account holder | $1,098 | $10,129-89.2% | $8,703-87.4% | $12,270-91.0% |