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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 | $15,196 | $100,970-85.0% | $96,576-84.3% | $137,256-88.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.83% | 38.16%-19.3pp | 38.47%-19.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $5,283 | $3,809+38.7% | $3,553+48.7% | $4,156+27.1% |
| Participant deferral / active EE | $5,738 | $8,286-30.8% | $7,956-27.9% | $6,407-10.4% |
| Admin fee / account holder | $1,952 | $11,312-82.7% | $11,381-82.8% | $12,270-84.1% |