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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 | $18,920 | $110,212-82.8% | $96,534-80.4% | $139,466-86.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 27.57% | 26.42%+1.2pp | 25.88%+1.7pp | 373.66%-346.1pp |
| Employer contribution / active EE | $2,934 | $3,620-18.9% | $2,965-1.0% | $4,754-38.3% |
| Participant deferral / active EE | $9,527 | $5,547+71.7% | $4,851+96.4% | $6,712+41.9% |
| Admin fee / account holder | $847 | $11,599-92.7% | $8,253-89.7% | $11,409-92.6% |