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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 | $124,980-82.8% | $108,359-80.1% | $154,746-86.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.52% | 45.00%-25.5pp | 36.89%-17.4pp | 172.34%-152.8pp |
| Employer contribution / active EE | $804 | $2,851-71.8% | $2,399-66.5% | $4,379-81.6% |
| Participant deferral / active EE | $7,469 | $4,743+57.5% | $4,137+80.5% | $6,730+11.0% |
| Admin fee / account holder | $654 | $11,502-94.3% | $9,741-93.3% | $14,365-95.4% |