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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 | $32,722 | $174,379-81.2% | $152,093-78.5% | $138,895-76.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.96% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $3,071 | $4,652-34.0% | $4,175-26.4% | $4,194-26.8% |
| Participant deferral / active EE | $3,344 | $6,159-45.7% | $5,451-38.7% | $6,396-47.7% |
| Admin fee / account holder | $1,043 | $16,880-93.8% | $14,497-92.8% | $12,562-91.7% |