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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 | $14,154 | $107,733-86.9% | $92,985-84.8% | $154,746-90.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 17.05% | 30.39%-13.3pp | 27.99%-10.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,552 | $3,126-50.4% | $2,662-41.7% | $4,379-64.6% |
| Participant deferral / active EE | $1,669 | $5,053-67.0% | $4,377-61.9% | $6,730-75.2% |
| Admin fee / account holder | $550 | $11,369-95.2% | $9,463-94.2% | $14,365-96.2% |