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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 | $19,126 | $79,449-75.9% | $189,558-89.9% | $85,856-77.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.5%+21.5pp | 69.3%+30.7pp |
| Annual return | 19.32% | 18.45%+0.9pp | 64.19%-44.9pp | 318.58%-299.3pp |
| Employer contribution / active EE | $3,785 | $2,081+81.9% | $4,412-14.2% | $2,565+47.5% |
| Participant deferral / active EE | $5,545 | $4,051+36.9% | $6,174-10.2% | $3,952+40.3% |
| Admin fee / account holder | $960 | $5,377-82.2% | $9,809-90.2% | $6,261-84.7% |