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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 | $44,426 | $162,967-72.7% | $135,792-67.3% | $138,895-68.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 16.04% | 30.08%-14.0pp | 25.96%-9.9pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,248 | $4,211-46.6% | $3,496-35.7% | $4,194-46.4% |
| Participant deferral / active EE | $2,123 | $5,640-62.4% | $4,759-55.4% | $6,396-66.8% |
| Admin fee / account holder | $7,781 | $15,306-49.2% | $12,266-36.6% | $12,562-38.1% |