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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 | $27,963 | $124,425-77.5% | $112,040-75.0% | $137,256-79.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.45% | 24.72%-14.3pp | 24.52%-14.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,054 | $3,411-39.8% | $2,954-30.5% | $4,156-50.6% |
| Participant deferral / active EE | $4,081 | $5,718-28.6% | $5,098-19.9% | $6,407-36.3% |
| Admin fee / account holder | $449 | $15,207-97.0% | $12,098-96.3% | $12,270-96.3% |