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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 | $28,416 | $90,538-68.6% | $88,457-67.9% | $154,746-81.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 20.85% | 37.97%-17.1pp | 32.69%-11.8pp | 172.34%-151.5pp |
| Employer contribution / active EE | $4,367 | $4,914-11.1% | $4,681-6.7% | $4,379-0.3% |
| Participant deferral / active EE | $5,604 | $6,073-7.7% | $5,667-1.1% | $6,730-16.7% |
| Admin fee / account holder | $1,262 | $10,337-87.8% | $9,606-86.9% | $14,365-91.2% |