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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 | $31,353 | $111,814-72.0% | $103,374-69.7% | $145,959-78.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.21% | 24.77%-15.6pp | 24.89%-15.7pp | 561.95%-552.7pp |
| Employer contribution / active EE | $3,104 | $4,214-26.3% | $3,869-19.8% | $4,661-33.4% |
| Participant deferral / active EE | $3,810 | $5,618-32.2% | $5,058-24.7% | $6,689-43.0% |
| Admin fee / account holder | $2,449 | $9,754-74.9% | $8,394-70.8% | $13,398-81.7% |