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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 | $18,182 | $107,809-83.1% | $97,032-81.3% | $155,188-88.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 10.32% | 38.06%-27.7pp | 35.38%-25.1pp | 148.84%-138.5pp |
| Employer contribution / active EE | $3,158 | $2,911+8.5% | $2,629+20.1% | $4,248-25.7% |
| Participant deferral / active EE | $3,499 | $5,129-31.8% | $4,672-25.1% | $6,531-46.4% |
| Admin fee / account holder | $10,121 | $10,717-5.6% | $9,418+7.5% | $14,480-30.1% |