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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 | $28,506 | $149,679-81.0% | $117,039-75.6% | $147,586-80.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 19.87% | 19.31%+0.6pp | 18.95%+0.9pp | 578.59%-558.7pp |
| Employer contribution / active EE | $1,853 | $4,937-62.5% | $3,785-51.1% | $4,876-62.0% |
| Participant deferral / active EE | $2,554 | $4,912-48.0% | $3,929-35.0% | $5,439-53.0% |
| Admin fee / account holder | $4,087 | $7,856-48.0% | $5,974-31.6% | $10,886-62.5% |