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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 | $34,405 | $111,814-69.2% | $103,374-66.7% | $145,959-76.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.23% | 24.77%-13.5pp | 24.89%-13.7pp | 561.95%-550.7pp |
| Employer contribution / active EE | $3,769 | $4,214-10.6% | $3,869-2.6% | $4,661-19.1% |
| Participant deferral / active EE | $4,667 | $5,618-16.9% | $5,058-7.7% | $6,689-30.2% |
| Admin fee / account holder | $1,396 | $9,754-85.7% | $8,394-83.4% | $13,398-89.6% |