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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 | $16,808 | $110,337-84.8% | $102,383-83.6% | $145,877-88.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.91% | 24.83%-7.9pp | 24.94%-8.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $3,754 | $4,216-11.0% | $3,870-3.0% | $4,663-19.5% |
| Participant deferral / active EE | $2,017 | $5,621-64.1% | $5,060-60.1% | $6,691-69.9% |
| Admin fee / account holder | $757 | $9,750-92.2% | $8,391-91.0% | $13,402-94.4% |