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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 | $25,436 | $106,864-76.2% | $147,318-82.7% | $82,637-69.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.48% | 27.49%-9.0pp | 70.43%-51.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $1,623 | $3,417-52.5% | $4,593-64.7% | $2,552-36.4% |
| Participant deferral / active EE | $2,617 | $6,496-59.7% | $7,906-66.9% | $4,126-36.6% |
| Admin fee / account holder | $420 | $8,415-95.0% | $13,708-96.9% | $7,339-94.3% |