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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 | $26,159 | $228,395-88.5% | $185,861-85.9% | $158,982-83.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.60% | 40.82%-29.2pp | 35.96%-24.4pp | 302.99%-291.4pp |
| Employer contribution / active EE | $1,643 | $4,968-66.9% | $4,088-59.8% | $4,763-65.5% |
| Participant deferral / active EE | $3,790 | $6,417-40.9% | $5,634-32.7% | $5,983-36.7% |
| Admin fee / account holder | $385 | $11,869-96.8% | $9,503-96.0% | $11,252-96.6% |