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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 | $21,987 | $100,970-78.2% | $96,576-77.2% | $137,256-84.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.67% | 38.16%-20.5pp | 38.47%-20.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,909 | $3,809-49.9% | $3,553-46.3% | $4,156-54.1% |
| Participant deferral / active EE | $3,486 | $8,286-57.9% | $7,956-56.2% | $6,407-45.6% |
| Admin fee / account holder | $3,426 | $11,312-69.7% | $11,381-69.9% | $12,270-72.1% |