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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 | $20,097 | $182,442-89.0% | $163,379-87.7% | $138,895-85.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 23.56% | 72.74%-49.2pp | 63.41%-39.8pp | 145.39%-121.8pp |
| Employer contribution / active EE | $3,414 | $4,159-17.9% | $3,752-9.0% | $4,194-18.6% |
| Participant deferral / active EE | $5,698 | $6,817-16.4% | $6,282-9.3% | $6,396-10.9% |
| Admin fee / account holder | $1,228 | $10,396-88.2% | $9,818-87.5% | $12,562-90.2% |