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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 | $21,049 | $112,729-81.3% | $98,716-78.7% | $137,256-84.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.48% | 38.48%-26.0pp | 31.81%-19.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,126 | $2,725-58.7% | $2,279-50.6% | $4,156-72.9% |
| Participant deferral / active EE | $2,710 | $4,640-41.6% | $4,048-33.0% | $6,407-57.7% |
| Admin fee / account holder | $3,684 | $10,129-63.6% | $8,703-57.7% | $12,270-70.0% |