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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 | $27,115 | $111,814-75.7% | $103,378-73.8% | $145,978-81.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.77% | 24.80%-9.0pp | 24.91%-9.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $1,833 | $4,215-56.5% | $3,870-52.6% | $4,662-60.7% |
| Participant deferral / active EE | $3,068 | $5,618-45.4% | $5,058-39.3% | $6,690-54.1% |
| Admin fee / account holder | $4,733 | $9,764-51.5% | $8,401-43.7% | $13,400-64.7% |