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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 | $20,046 | $102,609-80.5% | $98,090-79.6% | $138,895-85.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 22.93% | 36.44%-13.5pp | 37.05%-14.1pp | 145.39%-122.5pp |
| Employer contribution / active EE | $7,040 | $3,867+82.0% | $3,606+95.2% | $4,194+67.8% |
| Participant deferral / active EE | $7,040 | $8,167-13.8% | $7,845-10.3% | $6,396+10.1% |
| Admin fee / account holder | $2,019 | $11,434-82.3% | $11,815-82.9% | $12,562-83.9% |