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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 | $17,650 | $100,970-82.5% | $96,576-81.7% | $137,256-87.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.98% | 38.16%-20.2pp | 38.47%-20.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,246 | $3,809-41.0% | $3,553-36.8% | $4,156-46.0% |
| Participant deferral / active EE | $7,935 | $8,286-4.2% | $7,956-0.3% | $6,407+23.9% |
| Admin fee / account holder | $1,728 | $11,312-84.7% | $11,381-84.8% | $12,270-85.9% |