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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 | $12,379 | $174,379-92.9% | $152,093-91.9% | $138,895-91.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.98% | 74.86%-50.9pp | 66.36%-42.4pp | 145.39%-121.4pp |
| Employer contribution / active EE | $1,914 | $4,652-58.9% | $4,175-54.2% | $4,194-54.4% |
| Participant deferral / active EE | $3,882 | $6,159-37.0% | $5,451-28.8% | $6,396-39.3% |
| Admin fee / account holder | $823 | $16,880-95.1% | $14,497-94.3% | $12,562-93.5% |