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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 | $20,602 | $102,938-80.0% | $94,105-78.1% | $138,895-85.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 13.23% | 250.28%-237.1pp | 204.55%-191.3pp | 145.39%-132.2pp |
| Employer contribution / active EE | $707 | $2,732-74.1% | $2,504-71.8% | $4,194-83.1% |
| Participant deferral / active EE | $2,469 | $4,196-41.2% | $3,881-36.4% | $6,396-61.4% |
| Admin fee / account holder | $1,768 | $6,600-73.2% | $6,199-71.5% | $12,562-85.9% |