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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 | $16,835 | $110,410-84.8% | $102,437-83.6% | $145,897-88.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.09% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,355 | $4,217-44.2% | $3,871-39.2% | $4,663-49.5% |
| Participant deferral / active EE | $5,795 | $5,622+3.1% | $5,060+14.5% | $6,689-13.4% |
| Admin fee / account holder | $1,489 | $9,745-84.7% | $8,388-82.3% | $13,390-88.9% |