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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 | $38,812 | $90,674-57.2% | $96,707-59.9% | $82,448-52.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 19.07% | 49.05%-30.0pp | 34.78%-15.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,833 | $3,975-53.9% | $4,191-56.3% | $2,551-28.1% |
| Participant deferral / active EE | $3,058 | $5,696-46.3% | $5,997-49.0% | $4,139-26.1% |
| Admin fee / account holder | $2,276 | $7,568-69.9% | $7,503-69.7% | $7,234-68.5% |