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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 | $16,908 | $107,809-84.3% | $97,032-82.6% | $155,188-89.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 19.55% | 38.06%-18.5pp | 35.38%-15.8pp | 148.84%-129.3pp |
| Employer contribution / active EE | $4,134 | $2,911+42.0% | $2,629+57.3% | $4,248-2.7% |
| Participant deferral / active EE | $4,351 | $5,129-15.2% | $4,672-6.9% | $6,531-33.4% |
| Admin fee / account holder | $1,787 | $10,717-83.3% | $9,418-81.0% | $14,480-87.7% |