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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 | $37,973 | $174,379-78.2% | $152,093-75.0% | $138,895-72.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.81% | 74.86%-55.1pp | 66.36%-46.5pp | 145.39%-125.6pp |
| Employer contribution / active EE | $1,592 | $4,652-65.8% | $4,175-61.9% | $4,194-62.0% |
| Participant deferral / active EE | $13,152 | $6,159+113.5% | $5,451+141.2% | $6,396+105.6% |
| Admin fee / account holder | $6,618 | $16,880-60.8% | $14,497-54.4% | $12,562-47.3% |