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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 | $16,364 | $111,814-85.4% | $103,378-84.2% | $145,978-88.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.16% | 24.80%-14.6pp | 24.91%-14.8pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,165 | $4,215-72.4% | $3,870-69.9% | $4,662-75.0% |
| Participant deferral / active EE | $3,218 | $5,618-42.7% | $5,058-36.4% | $6,690-51.9% |
| Admin fee / account holder | $427 | $9,764-95.6% | $8,401-94.9% | $13,400-96.8% |