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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 | $16,097 | $115,225-86.0% | $100,712-84.0% | $138,895-88.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 24.16% | 40.35%-16.2pp | 33.27%-9.1pp | 145.39%-121.2pp |
| Employer contribution / active EE | $3,916 | $2,771+41.3% | $2,313+69.3% | $4,194-6.6% |
| Participant deferral / active EE | $8,840 | $4,699+88.1% | $4,085+116.4% | $6,396+38.2% |
| Admin fee / account holder | $1,221 | $10,844-88.7% | $9,256-86.8% | $12,562-90.3% |