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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 | $15,104 | $174,379-91.3% | $152,093-90.1% | $138,895-89.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.91% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,859 | $4,652-60.0% | $4,175-55.5% | $4,194-55.7% |
| Participant deferral / active EE | $1,866 | $6,159-69.7% | $5,451-65.8% | $6,396-70.8% |
| Admin fee / account holder | $413 | $16,880-97.6% | $14,497-97.1% | $12,562-96.7% |