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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 | $22,874 | $123,155-81.4% | $108,753-79.0% | $155,188-85.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.64% | 44.73%-24.1pp | 37.47%-16.8pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,326 | $2,811-52.8% | $2,427-45.4% | $4,248-68.8% |
| Participant deferral / active EE | $3,853 | $4,623-16.7% | $4,115-6.4% | $6,531-41.0% |
| Admin fee / account holder | $443 | $12,126-96.3% | $10,320-95.7% | $14,480-96.9% |