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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 | $32,756 | $107,733-69.6% | $92,985-64.8% | $154,746-78.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 16.89% | 30.39%-13.5pp | 27.99%-11.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $8,711 | $3,126+178.6% | $2,662+227.2% | $4,379+98.9% |
| Participant deferral / active EE | $6,005 | $5,053+18.8% | $4,377+37.2% | $6,730-10.8% |
| Admin fee / account holder | $804 | $11,369-92.9% | $9,463-91.5% | $14,365-94.4% |