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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 | $31,378 | $174,379-82.0% | $152,093-79.4% | $138,895-77.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.93% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,828 | $4,652-60.7% | $4,175-56.2% | $4,194-56.4% |
| Participant deferral / active EE | $3,966 | $6,159-35.6% | $5,451-27.2% | $6,396-38.0% |
| Admin fee / account holder | $4,599 | $16,880-72.8% | $14,497-68.3% | $12,562-63.4% |