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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 | $41,598 | $107,809-61.4% | $97,032-57.1% | $155,188-73.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.00% | 38.06%-23.1pp | 35.38%-20.4pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,750 | $2,911-39.9% | $2,629-33.4% | $4,248-58.8% |
| Participant deferral / active EE | $1,655 | $5,129-67.7% | $4,672-64.6% | $6,531-74.7% |
| Admin fee / account holder | $407 | $10,717-96.2% | $9,418-95.7% | $14,480-97.2% |