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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 | $107,666-77.8% | $102,184-76.6% | $154,746-84.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.41% | 29.33%-12.9pp | 31.58%-15.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $3,678 | $3,846-4.4% | $3,594+2.4% | $4,379-16.0% |
| Participant deferral / active EE | $4,155 | $8,719-52.3% | $8,309-50.0% | $6,730-38.3% |
| Admin fee / account holder | $5,605 | $12,943-56.7% | $11,609-51.7% | $14,365-61.0% |