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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 | $19,386 | $107,809-82.0% | $97,032-80.0% | $155,188-87.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 21.38% | 38.06%-16.7pp | 35.38%-14.0pp | 148.84%-127.5pp |
| Employer contribution / active EE | $3,477 | $2,911+19.4% | $2,629+32.2% | $4,248-18.2% |
| Participant deferral / active EE | $5,055 | $5,129-1.4% | $4,672+8.2% | $6,531-22.6% |
| Admin fee / account holder | $785 | $10,717-92.7% | $9,418-91.7% | $14,480-94.6% |