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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 | $33,554 | $127,387-73.7% | $115,038-70.8% | $125,389-73.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.86% | 31.28%-29.4pp | 26.14%-24.3pp | 282.24%-280.4pp |
| Employer contribution / active EE | $4,645 | $5,166-10.1% | $4,608+0.8% | $4,866-4.6% |
| Participant deferral / active EE | $12,664 | $6,423+97.2% | $6,026+110.1% | $5,352+136.6% |
| Admin fee / account holder | $816 | $9,516-91.4% | $8,175-90.0% | $9,541-91.4% |