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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 | $22,862 | $110,303-79.3% | $95,759-76.1% | $139,487-83.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.84% | 27.19%-11.4pp | 28.42%-12.6pp | 373.84%-358.0pp |
| Employer contribution / active EE | $2,049 | $3,261-37.2% | $2,836-27.7% | $4,755-56.9% |
| Participant deferral / active EE | $5,788 | $4,674+23.8% | $4,244+36.4% | $6,713-13.8% |
| Admin fee / account holder | $4,466 | $6,615-32.5% | $5,678-21.4% | $11,407-60.9% |