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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 | $24,467 | $112,729-78.3% | $98,716-75.2% | $137,256-82.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.37% | 38.48%-19.1pp | 31.81%-12.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,097 | $2,725-59.8% | $2,279-51.9% | $4,156-73.6% |
| Participant deferral / active EE | $3,184 | $4,640-31.4% | $4,048-21.3% | $6,407-50.3% |
| Admin fee / account holder | $375 | $10,129-96.3% | $8,703-95.7% | $12,270-96.9% |