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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 | $16,400 | $107,666-84.8% | $102,184-84.0% | $154,746-89.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.23% | 29.33%-9.1pp | 31.58%-11.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,128 | $3,846-70.7% | $3,594-68.6% | $4,379-74.2% |
| Participant deferral / active EE | $3,023 | $8,719-65.3% | $8,309-63.6% | $6,730-55.1% |
| Admin fee / account holder | $474 | $12,943-96.3% | $11,609-95.9% | $14,365-96.7% |