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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 | $30,960 | $177,156-82.5% | $147,027-78.9% | $154,746-80.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.78% | 21.94%-7.2pp | 20.23%-5.5pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,522 | $4,336-64.9% | $3,626-58.0% | $4,379-65.2% |
| Participant deferral / active EE | $11,721 | $5,797+102.2% | $4,933+137.6% | $6,730+74.2% |
| Admin fee / account holder | $959 | $14,904-93.6% | $12,223-92.2% | $14,365-93.3% |