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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 | $12,909 | $112,729-88.5% | $98,716-86.9% | $137,256-90.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.28% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,227 | $2,725-55.0% | $2,279-46.2% | $4,156-70.5% |
| Participant deferral / active EE | $3,517 | $4,640-24.2% | $4,048-13.1% | $6,407-45.1% |
| Admin fee / account holder | $1,639 | $10,129-83.8% | $8,703-81.2% | $12,270-86.6% |