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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 | $32,664 | $172,111-81.0% | $150,298-78.3% | $137,256-76.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.97% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,779 | $4,636-61.6% | $4,154-57.2% | $4,156-57.2% |
| Participant deferral / active EE | $1,824 | $6,166-70.4% | $5,453-66.5% | $6,407-71.5% |
| Admin fee / account holder | $1,164 | $16,471-92.9% | $14,116-91.8% | $12,270-90.5% |