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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 | $15,635 | $87,166-82.1% | $76,735-79.6% | $137,256-88.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.57% | 26.50%-9.9pp | 29.77%-13.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,992 | $2,904+3.0% | $2,454+21.9% | $4,156-28.0% |
| Participant deferral / active EE | $3,728 | $4,726-21.1% | $4,088-8.8% | $6,407-41.8% |
| Admin fee / account holder | $5,398 | $8,403-35.8% | $7,189-24.9% | $12,270-56.0% |