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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 | $21,185 | $211,105-90.0% | $178,449-88.1% | $145,978-85.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.81% | 30.19%-22.4pp | 27.09%-19.3pp | 550.52%-542.7pp |
| Employer contribution / active EE | $2,145 | $4,569-53.0% | $3,951-45.7% | $4,662-54.0% |
| Participant deferral / active EE | $7,917 | $6,959+13.8% | $6,277+26.1% | $6,690+18.4% |
| Admin fee / account holder | $3,070 | $12,017-74.5% | $10,362-70.4% | $13,400-77.1% |