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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 | $111,814-84.9% | $103,374-83.7% | $145,959-88.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.09% | 24.77%-11.7pp | 24.89%-11.8pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,355 | $4,214-44.1% | $3,869-39.1% | $4,661-49.5% |
| Participant deferral / active EE | $5,795 | $5,618+3.2% | $5,058+14.6% | $6,689-13.4% |
| Admin fee / account holder | $1,489 | $9,754-84.7% | $8,394-82.3% | $13,398-88.9% |