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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 | $11,895 | $101,618-88.3% | $93,063-87.2% | $137,256-91.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 23.51% | 223.95%-200.4pp | 34.15%-10.6pp | 220.34%-196.8pp |
| Employer contribution / active EE | $934 | $2,707-65.5% | $2,476-62.3% | $4,156-77.5% |
| Participant deferral / active EE | $5,144 | $4,279+20.2% | $3,958+29.9% | $6,407-19.7% |
| Admin fee / account holder | $305 | $6,198-95.1% | $6,033-94.9% | $12,270-97.5% |