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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 | $38,522 | $124,425-69.0% | $112,040-65.6% | $137,256-71.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.60% | 24.72%-5.1pp | 24.52%-4.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,443 | $3,411-28.4% | $2,954-17.3% | $4,156-41.2% |
| Participant deferral / active EE | $2,206 | $5,718-61.4% | $5,098-56.7% | $6,407-65.6% |
| Admin fee / account holder | $803 | $15,207-94.7% | $12,098-93.4% | $12,270-93.5% |