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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 | $29,885 | $215,361-86.1% | $171,082-82.5% | $273,972-89.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 15.93% | 25.14%-9.2pp | 32.56%-16.6pp | 41.46%-25.5pp |
| Employer contribution / active EE | $3,119 | $4,967-37.2% | $4,002-22.1% | $4,869-35.9% |
| Participant deferral / active EE | $16,530 | $5,543+198.2% | $4,797+244.6% | $5,287+212.6% |
| Admin fee / account holder | $882 | $10,846-91.9% | $8,520-89.6% | $10,133-91.3% |