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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 | $23,115 | $110,410-79.1% | $102,437-77.4% | $145,897-84.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.00% | 24.85%+2.1pp | 24.95%+2.1pp | 552.29%-525.3pp |
| Employer contribution / active EE | $1,964 | $4,217-53.4% | $3,871-49.3% | $4,663-57.9% |
| Participant deferral / active EE | $5,732 | $5,622+2.0% | $5,060+13.3% | $6,689-14.3% |
| Admin fee / account holder | $388 | $9,745-96.0% | $8,388-95.4% | $13,390-97.1% |