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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 | $13,073 | $102,609-87.3% | $98,090-86.7% | $138,895-90.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.38% | 36.44%-17.1pp | 37.05%-17.7pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,864 | $3,867-51.8% | $3,606-48.3% | $4,194-55.6% |
| Participant deferral / active EE | $3,177 | $8,167-61.1% | $7,845-59.5% | $6,396-50.3% |
| Admin fee / account holder | $775 | $11,434-93.2% | $11,815-93.4% | $12,562-93.8% |