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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 | $16,855 | $115,903-85.5% | $100,528-83.2% | $158,966-89.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 30.37% | 34.80%-4.4pp | 30.90%-0.5pp | 302.95%-272.6pp |
| Employer contribution / active EE | $1,645 | $4,105-59.9% | $3,419-51.9% | $4,762-65.5% |
| Participant deferral / active EE | $4,937 | $6,677-26.1% | $6,271-21.3% | $5,983-17.5% |
| Admin fee / account holder | $5,868 | $11,000-46.7% | $8,084-27.4% | $11,250-47.8% |