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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 | $23,770 | $161,352-85.3% | $134,172-82.3% | $137,256-82.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 28.04% | 28.72%-0.7pp | 25.30%+2.7pp | 220.34%-192.3pp |
| Employer contribution / active EE | $3,089 | $4,099-24.6% | $3,420-9.7% | $4,156-25.7% |
| Participant deferral / active EE | $8,067 | $5,552+45.3% | $4,690+72.0% | $6,407+25.9% |
| Admin fee / account holder | $817 | $15,028-94.6% | $12,016-93.2% | $12,270-93.3% |