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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 | $15,609 | $100,970-84.5% | $96,576-83.8% | $137,256-88.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 33.21% | 38.16%-5.0pp | 38.47%-5.3pp | 220.34%-187.1pp |
| Employer contribution / active EE | $1,410 | $3,809-63.0% | $3,553-60.3% | $4,156-66.1% |
| Participant deferral / active EE | $4,706 | $8,286-43.2% | $7,956-40.9% | $6,407-26.5% |
| Admin fee / account holder | $911 | $11,312-91.9% | $11,381-92.0% | $12,270-92.6% |