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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 | $11,579 | $100,970-88.5% | $96,576-88.0% | $137,256-91.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 28.45% | 38.16%-9.7pp | 38.47%-10.0pp | 220.34%-191.9pp |
| Employer contribution / active EE | $3,202 | $3,809-15.9% | $3,553-9.9% | $4,156-23.0% |
| Participant deferral / active EE | $6,000 | $8,286-27.6% | $7,956-24.6% | $6,407-6.3% |
| Admin fee / account holder | $563 | $11,312-95.0% | $11,381-95.0% | $12,270-95.4% |