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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 | $21,538 | $123,155-82.5% | $108,753-80.2% | $155,188-86.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.52% | 44.73%-25.2pp | 37.47%-18.0pp | 148.84%-129.3pp |
| Employer contribution / active EE | $804 | $2,811-71.4% | $2,427-66.9% | $4,248-81.1% |
| Participant deferral / active EE | $7,469 | $4,623+61.6% | $4,115+81.5% | $6,531+14.4% |
| Admin fee / account holder | $654 | $12,126-94.6% | $10,320-93.7% | $14,480-95.5% |