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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 | $15,873 | $107,733-85.3% | $92,985-82.9% | $154,746-89.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 19.75% | 30.39%-10.6pp | 27.99%-8.2pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,834 | $3,126-41.3% | $2,662-31.1% | $4,379-58.1% |
| Participant deferral / active EE | $4,554 | $5,053-9.9% | $4,377+4.0% | $6,730-32.3% |
| Admin fee / account holder | $2,157 | $11,369-81.0% | $9,463-77.2% | $14,365-85.0% |