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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 | $23,901 | $97,289-75.4% | $92,805-74.2% | $155,188-84.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 16.05% | 29.03%-13.0pp | 31.59%-15.5pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,648 | $3,632-27.1% | $3,424-22.7% | $4,248-37.7% |
| Participant deferral / active EE | $4,500 | $8,795-48.8% | $8,448-46.7% | $6,531-31.1% |
| Admin fee / account holder | $3,170 | $12,015-73.6% | $10,911-70.9% | $14,480-78.1% |