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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 | $107,666-85.5% | $102,184-84.7% | $154,746-89.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 33.21% | 29.33%+3.9pp | 31.58%+1.6pp | 172.34%-139.1pp |
| Employer contribution / active EE | $1,410 | $3,846-63.4% | $3,594-60.8% | $4,379-67.8% |
| Participant deferral / active EE | $4,706 | $8,719-46.0% | $8,309-43.4% | $6,730-30.1% |
| Admin fee / account holder | $911 | $12,943-93.0% | $11,609-92.1% | $14,365-93.7% |