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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 | $19,640 | $103,164-81.0% | $90,259-78.2% | $154,746-87.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 17.83% | 19.25%-1.4pp | 18.88%-1.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $3,150 | $2,532+24.4% | $2,291+37.5% | $4,379-28.1% |
| Participant deferral / active EE | $4,925 | $4,422+11.4% | $3,827+28.7% | $6,730-26.8% |
| Admin fee / account holder | $1,958 | $8,593-77.2% | $7,267-73.1% | $14,365-86.4% |