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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 | $30,364 | $132,634-77.1% | $115,768-73.8% | $137,256-77.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.66% | 160.70%-148.0pp | 100.46%-87.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,642 | $3,360-51.1% | $2,940-44.1% | $4,156-60.5% |
| Participant deferral / active EE | $1,951 | $5,619-65.3% | $4,917-60.3% | $6,407-69.6% |
| Admin fee / account holder | $12,527 | $15,028-16.6% | $12,439+0.7% | $12,270+2.1% |