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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 | $37,077 | $107,809-65.6% | $97,032-61.8% | $155,188-76.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 20.52% | 38.06%-17.5pp | 35.38%-14.9pp | 148.84%-128.3pp |
| Employer contribution / active EE | $1,538 | $2,911-47.2% | $2,629-41.5% | $4,248-63.8% |
| Participant deferral / active EE | $5,828 | $5,129+13.6% | $4,672+24.7% | $6,531-10.8% |
| Admin fee / account holder | $844 | $10,717-92.1% | $9,418-91.0% | $14,480-94.2% |