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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 | $14,453 | $110,379-86.9% | $102,412-85.9% | $145,884-90.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.63% | 24.84%-12.2pp | 24.94%-12.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,852 | $4,216-32.4% | $3,870-26.3% | $4,662-38.8% |
| Participant deferral / active EE | $5,946 | $5,622+5.8% | $5,060+17.5% | $6,690-11.1% |
| Admin fee / account holder | $2,604 | $9,745-73.3% | $8,388-68.9% | $13,392-80.6% |