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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 | $31,586 | $161,352-80.4% | $134,172-76.5% | $137,256-77.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.73% | 28.72%-11.0pp | 25.30%-7.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,965 | $4,099-52.1% | $3,420-42.5% | $4,156-52.7% |
| Participant deferral / active EE | $2,020 | $5,552-63.6% | $4,690-56.9% | $6,407-68.5% |
| Admin fee / account holder | $1,150 | $15,028-92.3% | $12,016-90.4% | $12,270-90.6% |