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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 | $18,911 | $110,303-82.9% | $95,759-80.3% | $139,487-86.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.55% | 27.19%-1.6pp | 28.42%-2.9pp | 373.84%-348.3pp |
| Employer contribution / active EE | $2,075 | $3,261-36.4% | $2,836-26.8% | $4,755-56.4% |
| Participant deferral / active EE | $4,197 | $4,674-10.2% | $4,244-1.1% | $6,713-37.5% |
| Admin fee / account holder | $1,070 | $6,615-83.8% | $5,678-81.1% | $11,407-90.6% |