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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 | $21,566 | $111,814-80.7% | $103,378-79.1% | $145,978-85.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.93% | 24.80%-8.9pp | 24.91%-9.0pp | 550.52%-534.6pp |
| Employer contribution / active EE | $5,944 | $4,215+41.0% | $3,870+53.6% | $4,662+27.5% |
| Participant deferral / active EE | $8,900 | $5,618+58.4% | $5,058+76.0% | $6,690+33.0% |
| Admin fee / account holder | $1,155 | $9,764-88.2% | $8,401-86.3% | $13,400-91.4% |