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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 | $17,200 | $103,164-83.3% | $90,259-80.9% | $154,746-88.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 18.51% | 19.25%-0.7pp | 18.88%-0.4pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,012 | $2,532-20.5% | $2,291-12.2% | $4,379-54.1% |
| Participant deferral / active EE | $3,161 | $4,422-28.5% | $3,827-17.4% | $6,730-53.0% |
| Admin fee / account holder | $1,394 | $8,593-83.8% | $7,267-80.8% | $14,365-90.3% |