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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 | $30,881 | $156,398-80.3% | $147,318-79.0% | $138,895-77.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.14% | 78.75%-55.6pp | 70.43%-47.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $1,221 | $4,853-74.8% | $4,593-73.4% | $4,194-70.9% |
| Participant deferral / active EE | $4,332 | $8,237-47.4% | $7,906-45.2% | $6,396-32.3% |
| Admin fee / account holder | $4,993 | $14,976-66.7% | $13,708-63.6% | $12,562-60.3% |