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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 | $18,204 | $174,379-89.6% | $152,093-88.0% | $138,895-86.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.89% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $991 | $4,652-78.7% | $4,175-76.3% | $4,194-76.4% |
| Participant deferral / active EE | $6,352 | $6,159+3.1% | $5,451+16.5% | $6,396-0.7% |
| Admin fee / account holder | $1,657 | $16,880-90.2% | $14,497-88.6% | $12,562-86.8% |