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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 | $42,894 | $114,119-62.4% | $107,187-60.0% | $138,895-69.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.99% | 273.21%-256.2pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,192 | $4,059-46.0% | $3,782-42.0% | $4,194-47.7% |
| Participant deferral / active EE | $2,617 | $5,538-52.7% | $5,096-48.6% | $6,396-59.1% |
| Admin fee / account holder | $978 | $10,024-90.2% | $9,162-89.3% | $12,562-92.2% |