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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 | $28,873 | $127,386-77.3% | $115,037-74.9% | $125,388-77.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 20.62% | 31.28%-10.7pp | 26.14%-5.5pp | 282.24%-261.6pp |
| Employer contribution / active EE | $2,228 | $5,166-56.9% | $4,608-51.6% | $4,866-54.2% |
| Participant deferral / active EE | $7,263 | $6,423+13.1% | $6,026+20.5% | $5,352+35.7% |
| Admin fee / account holder | $1,117 | $9,516-88.3% | $8,175-86.3% | $9,541-88.3% |