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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 | $15,362 | $110,337-86.1% | $102,383-85.0% | $145,877-89.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.73% | 24.83%-12.1pp | 24.94%-12.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $4,097 | $4,216-2.8% | $3,870+5.9% | $4,663-12.1% |
| Participant deferral / active EE | $6,822 | $5,621+21.4% | $5,060+34.8% | $6,691+2.0% |
| Admin fee / account holder | $3,807 | $9,750-61.0% | $8,391-54.6% | $13,402-71.6% |