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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 | $31,221 | $107,809-71.0% | $97,032-67.8% | $155,188-79.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.58% | 38.06%-22.5pp | 35.38%-19.8pp | 148.84%-133.3pp |
| Employer contribution / active EE | $946 | $2,911-67.5% | $2,629-64.0% | $4,248-77.7% |
| Participant deferral / active EE | $1,373 | $5,129-73.2% | $4,672-70.6% | $6,531-79.0% |
| Admin fee / account holder | $405 | $10,717-96.2% | $9,418-95.7% | $14,480-97.2% |