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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 | $102,609-74.1% | $98,090-73.0% | $138,895-80.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.00% | 36.44%-15.4pp | 37.05%-16.1pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,000 | $3,867-74.1% | $3,606-72.3% | $4,194-76.2% |
| Participant deferral / active EE | $6,219 | $8,167-23.9% | $7,845-20.7% | $6,396-2.8% |
| Admin fee / account holder | $350 | $11,434-96.9% | $11,815-97.0% | $12,562-97.2% |