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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 | $24,307 | $228,395-89.4% | $185,861-86.9% | $158,982-84.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.73% | 40.82%-32.1pp | 35.96%-27.2pp | 302.99%-294.3pp |
| Employer contribution / active EE | $903 | $4,968-81.8% | $4,088-77.9% | $4,763-81.0% |
| Participant deferral / active EE | $2,383 | $6,417-62.9% | $5,634-57.7% | $5,983-60.2% |
| Admin fee / account holder | $1,785 | $11,869-85.0% | $9,503-81.2% | $11,252-84.1% |