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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 | $225,673-91.1% | $203,872-90.1% | $155,188-87.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 23.56% | 95.91%-72.3pp | 85.11%-61.5pp | 148.84%-125.3pp |
| Employer contribution / active EE | $3,414 | $4,099-16.7% | $3,757-9.1% | $4,248-19.6% |
| Participant deferral / active EE | $5,698 | $6,893-17.3% | $6,388-10.8% | $6,531-12.8% |
| Admin fee / account holder | $1,228 | $12,327-90.0% | $11,730-89.5% | $14,480-91.5% |