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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 | $33,650 | $177,156-81.0% | $147,027-77.1% | $154,746-78.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.53% | 21.94%-4.4pp | 20.23%-2.7pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,102 | $4,336-74.6% | $3,626-69.6% | $4,379-74.8% |
| Participant deferral / active EE | $1,625 | $5,797-72.0% | $4,933-67.1% | $6,730-75.9% |
| Admin fee / account holder | $371 | $14,904-97.5% | $12,223-97.0% | $14,365-97.4% |