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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 | $23,336 | $115,225-79.7% | $100,712-76.8% | $138,895-83.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 12.34% | 40.35%-28.0pp | 33.27%-20.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,545 | $2,771-8.2% | $2,313+10.0% | $4,194-39.3% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $446 | $10,844-95.9% | $9,256-95.2% | $12,562-96.5% |