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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 | $17,432 | $100,970-82.7% | $96,576-81.9% | $137,256-87.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.76% | 38.16%-14.4pp | 38.47%-14.7pp | 220.34%-196.6pp |
| Employer contribution / active EE | $3,586 | $3,809-5.9% | $3,553+0.9% | $4,156-13.7% |
| Participant deferral / active EE | $7,266 | $8,286-12.3% | $7,956-8.7% | $6,407+13.4% |
| Admin fee / account holder | $12,793 | $11,312+13.1% | $11,381+12.4% | $12,270+4.3% |