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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 | $13,967 | $174,379-92.0% | $152,093-90.8% | $138,895-89.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 25.24% | 74.86%-49.6pp | 66.36%-41.1pp | 145.39%-120.2pp |
| Employer contribution / active EE | $2,095 | $4,652-55.0% | $4,175-49.8% | $4,194-50.1% |
| Participant deferral / active EE | $4,156 | $6,159-32.5% | $5,451-23.8% | $6,396-35.0% |
| Admin fee / account holder | $1,616 | $16,880-90.4% | $14,497-88.9% | $12,562-87.1% |