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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 | $21,631 | $122,962-82.4% | $71,585-69.8% | $138,895-84.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 18.83% | 37.84%-19.0pp | 59.26%-40.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,782 | $2,620+6.2% | $1,669+66.7% | $4,194-33.7% |
| Participant deferral / active EE | $4,014 | $4,311-6.9% | $2,923+37.3% | $6,396-37.2% |
| Admin fee / account holder | $5,666 | $6,488-12.7% | $4,712+20.3% | $12,562-54.9% |