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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 | $23,231 | $155,555-85.1% | $146,866-84.2% | $155,188-85.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.06% | 115.41%-104.4pp | 102.85%-91.8pp | 148.84%-137.8pp |
| Employer contribution / active EE | $3,278 | $4,647-29.5% | $4,425-25.9% | $4,248-22.8% |
| Participant deferral / active EE | $10,469 | $8,044+30.1% | $7,759+34.9% | $6,531+60.3% |
| Admin fee / account holder | $1,098 | $14,755-92.6% | $13,620-91.9% | $14,480-92.4% |