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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 | $22,392 | $182,442-87.7% | $163,379-86.3% | $138,895-83.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.16% | 72.74%-59.6pp | 63.41%-50.3pp | 145.39%-132.2pp |
| Employer contribution / active EE | $815 | $4,159-80.4% | $3,752-78.3% | $4,194-80.6% |
| Participant deferral / active EE | $2,469 | $6,817-63.8% | $6,282-60.7% | $6,396-61.4% |
| Admin fee / account holder | $5,562 | $10,396-46.5% | $9,818-43.3% | $12,562-55.7% |