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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 | $100,970-83.8% | $96,576-83.0% | $137,256-88.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.23% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,128 | $3,809-70.4% | $3,553-68.3% | $4,156-72.9% |
| Participant deferral / active EE | $3,023 | $8,286-63.5% | $7,956-62.0% | $6,407-52.8% |
| Admin fee / account holder | $474 | $11,312-95.8% | $11,381-95.8% | $12,270-96.1% |