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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 | $24,157 | $110,240-78.1% | $96,544-75.0% | $139,487-82.7% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 21.29% | 26.41%-5.1pp | 25.88%-4.6pp | 373.84%-352.6pp |
| Employer contribution / active EE | $1,768 | $3,622-51.2% | $2,966-40.4% | $4,755-62.8% |
| Participant deferral / active EE | $2,951 | $5,549-46.8% | $4,851-39.2% | $6,713-56.0% |
| Admin fee / account holder | $960 | $11,602-91.7% | $8,254-88.4% | $11,407-91.6% |