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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 | $30,455 | $174,379-82.5% | $152,093-80.0% | $138,895-78.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.89% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,724 | $4,652-41.4% | $4,175-34.7% | $4,194-35.1% |
| Participant deferral / active EE | $4,307 | $6,159-30.1% | $5,451-21.0% | $6,396-32.7% |
| Admin fee / account holder | $457 | $16,880-97.3% | $14,497-96.8% | $12,562-96.4% |