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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 | $23,951 | $97,289-75.4% | $92,805-74.2% | $155,188-84.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 16.41% | 29.03%-12.6pp | 31.59%-15.2pp | 148.84%-132.4pp |
| Employer contribution / active EE | $3,678 | $3,632+1.3% | $3,424+7.4% | $4,248-13.4% |
| Participant deferral / active EE | $4,155 | $8,795-52.8% | $8,448-50.8% | $6,531-36.4% |
| Admin fee / account holder | $5,605 | $12,015-53.4% | $10,911-48.6% | $14,480-61.3% |