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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 | $28,596 | $87,166-67.2% | $76,735-62.7% | $137,256-79.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.66% | 26.50%-10.8pp | 29.77%-14.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,857 | $2,904-1.6% | $2,454+16.4% | $4,156-31.3% |
| Participant deferral / active EE | $2,857 | $4,726-39.6% | $4,088-30.1% | $6,407-55.4% |
| Admin fee / account holder | $447 | $8,403-94.7% | $7,189-93.8% | $12,270-96.4% |