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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 | $44,449 | $115,225-61.4% | $100,712-55.9% | $138,895-68.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 20.74% | 40.35%-19.6pp | 33.27%-12.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,299 | $2,771-17.0% | $2,313-0.6% | $4,194-45.2% |
| Participant deferral / active EE | $7,389 | $4,699+57.2% | $4,085+80.9% | $6,396+15.5% |
| Admin fee / account holder | $691 | $10,844-93.6% | $9,256-92.5% | $12,562-94.5% |