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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 | $15,306 | $114,119-86.6% | $107,187-85.7% | $138,895-89.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.26% | 273.21%-253.9pp | 204.55%-185.3pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,215 | $4,059-45.4% | $3,782-41.4% | $4,194-47.2% |
| Participant deferral / active EE | $4,903 | $5,538-11.5% | $5,096-3.8% | $6,396-23.3% |
| Admin fee / account holder | $835 | $10,024-91.7% | $9,162-90.9% | $12,562-93.4% |