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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 | $97,289-83.1% | $92,805-82.3% | $155,188-89.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.23% | 29.03%-8.8pp | 31.59%-11.4pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,128 | $3,632-68.9% | $3,424-67.1% | $4,248-73.4% |
| Participant deferral / active EE | $3,023 | $8,795-65.6% | $8,448-64.2% | $6,531-53.7% |
| Admin fee / account holder | $474 | $12,015-96.1% | $10,911-95.7% | $14,480-96.7% |