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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 | $20,856 | $107,666-80.6% | $102,184-79.6% | $154,746-86.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.06% | 29.33%-9.3pp | 31.58%-11.5pp | 172.34%-152.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,642 | $8,719+10.6% | $8,309+16.0% | $6,730+43.3% |
| Admin fee / account holder | $2,007 | $12,943-84.5% | $11,609-82.7% | $14,365-86.0% |