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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 | $24,049 | $124,425-80.7% | $112,040-78.5% | $137,256-82.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.36% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,010 | $3,411-41.1% | $2,954-32.0% | $4,156-51.6% |
| Participant deferral / active EE | $2,425 | $5,718-57.6% | $5,098-52.4% | $6,407-62.2% |
| Admin fee / account holder | $416 | $15,207-97.3% | $12,098-96.6% | $12,270-96.6% |