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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 | $106,588-86.7% | $94,215-85.0% | $155,188-90.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 17.05% | 29.39%-12.3pp | 28.22%-11.2pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,552 | $3,080-49.6% | $2,675-42.0% | $4,248-63.5% |
| Participant deferral / active EE | $1,669 | $4,802-65.3% | $4,276-61.0% | $6,531-74.5% |
| Admin fee / account holder | $550 | $12,281-95.5% | $10,216-94.6% | $14,480-96.2% |