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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 | $44,343 | $115,225-61.5% | $100,712-56.0% | $138,895-68.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.99% | 40.35%-25.4pp | 33.27%-18.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,216 | $2,771-20.0% | $2,313-4.2% | $4,194-47.2% |
| Participant deferral / active EE | $2,466 | $4,699-47.5% | $4,085-39.6% | $6,396-61.4% |
| Admin fee / account holder | $636 | $10,844-94.1% | $9,256-93.1% | $12,562-94.9% |