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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 | $37,261 | $123,155-69.7% | $108,753-65.7% | $155,188-76.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.86% | 44.73%-26.9pp | 37.47%-19.6pp | 148.84%-131.0pp |
| Employer contribution / active EE | $1,076 | $2,811-61.7% | $2,427-55.7% | $4,248-74.7% |
| Participant deferral / active EE | $2,213 | $4,623-52.1% | $4,115-46.2% | $6,531-66.1% |
| Admin fee / account holder | $1,312 | $12,126-89.2% | $10,320-87.3% | $14,480-90.9% |