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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 | $12,182 | $88,996-86.3% | $78,004-84.4% | $138,895-91.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 17.26% | 28.03%-10.8pp | 31.07%-13.8pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,763 | $2,917-39.6% | $2,469-28.6% | $4,194-58.0% |
| Participant deferral / active EE | $2,140 | $4,724-54.7% | $4,092-47.7% | $6,396-66.5% |
| Admin fee / account holder | $1,737 | $8,807-80.3% | $7,578-77.1% | $12,562-86.2% |