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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 | $25,041 | $174,379-85.6% | $152,093-83.5% | $138,895-82.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.17% | 74.86%-51.7pp | 66.36%-43.2pp | 145.39%-122.2pp |
| Employer contribution / active EE | $2,543 | $4,652-45.3% | $4,175-39.1% | $4,194-39.4% |
| Participant deferral / active EE | $2,407 | $6,159-60.9% | $5,451-55.9% | $6,396-62.4% |
| Admin fee / account holder | $9,683 | $16,880-42.6% | $14,497-33.2% | $12,562-22.9% |