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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 | $26,528 | $100,970-73.7% | $96,576-72.5% | $137,256-80.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.00% | 38.16%-17.2pp | 38.47%-17.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,000 | $3,809-73.7% | $3,553-71.9% | $4,156-75.9% |
| Participant deferral / active EE | $6,219 | $8,286-25.0% | $7,956-21.8% | $6,407-2.9% |
| Admin fee / account holder | $350 | $11,312-96.9% | $11,381-96.9% | $12,270-97.1% |