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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 | $18,234 | $174,379-89.5% | $152,093-88.0% | $138,895-86.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.47% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,723 | $4,652-63.0% | $4,175-58.7% | $4,194-58.9% |
| Participant deferral / active EE | $1,776 | $6,159-71.2% | $5,451-67.4% | $6,396-72.2% |
| Admin fee / account holder | $1,194 | $16,880-92.9% | $14,497-91.8% | $12,562-90.5% |