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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 | $26,080 | $100,970-74.2% | $96,576-73.0% | $137,256-81.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.40% | 38.16%-19.8pp | 38.47%-20.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $10,929 | $3,809+186.9% | $3,553+207.6% | $4,156+163.0% |
| Participant deferral / active EE | $11,444 | $8,286+38.1% | $7,956+43.8% | $6,407+78.6% |
| Admin fee / account holder | $13,020 | $11,312+15.1% | $11,381+14.4% | $12,270+6.1% |