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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 | $27,381 | $102,609-73.3% | $98,090-72.1% | $138,895-80.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.87% | 36.44%-14.6pp | 37.05%-15.2pp | 145.39%-123.5pp |
| Employer contribution / active EE | $3,342 | $3,867-13.6% | $3,606-7.3% | $4,194-20.3% |
| Participant deferral / active EE | $4,005 | $8,167-51.0% | $7,845-49.0% | $6,396-37.4% |
| Admin fee / account holder | $1,018 | $11,434-91.1% | $11,815-91.4% | $12,562-91.9% |