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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 | $28,436 | $174,379-83.7% | $152,093-81.3% | $138,895-79.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.02% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,411 | $4,652-69.7% | $4,175-66.2% | $4,194-66.4% |
| Participant deferral / active EE | $4,125 | $6,159-33.0% | $5,451-24.3% | $6,396-35.5% |
| Admin fee / account holder | $728 | $16,880-95.7% | $14,497-95.0% | $12,562-94.2% |