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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 | $25,546 | $174,379-85.4% | $152,093-83.2% | $138,895-81.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.93% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,454 | $4,652-47.2% | $4,175-41.2% | $4,194-41.5% |
| Participant deferral / active EE | $4,281 | $6,159-30.5% | $5,451-21.5% | $6,396-33.1% |
| Admin fee / account holder | $2,639 | $16,880-84.4% | $14,497-81.8% | $12,562-79.0% |