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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 | $13,583 | $85,094-84.0% | $76,327-82.2% | $145,877-90.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 15.07% | 13.13%+1.9pp | 13.79%+1.3pp | 551.28%-536.2pp |
| Employer contribution / active EE | $4,413 | $5,261-16.1% | $4,584-3.7% | $4,663-5.4% |
| Participant deferral / active EE | $1,828 | $6,390-71.4% | $5,478-66.6% | $6,691-72.7% |
| Admin fee / account holder | $823 | $5,773-85.7% | $5,139-84.0% | $13,402-93.9% |