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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 | $29,854 | $140,578-78.8% | $100,671-70.3% | $125,388-76.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.44% | 24.67%-22.2pp | 20.43%-18.0pp | 282.24%-279.8pp |
| Employer contribution / active EE | $736 | $5,965-87.7% | $4,012-81.7% | $4,866-84.9% |
| Participant deferral / active EE | $9,151 | $3,981+129.8% | $3,144+191.1% | $5,352+71.0% |
| Admin fee / account holder | $2,555 | $6,716-62.0% | $4,850-47.3% | $9,541-73.2% |