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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 | $22,071 | $182,442-87.9% | $163,379-86.5% | $138,895-84.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 19.03% | 72.74%-53.7pp | 63.41%-44.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,556 | $4,159-62.6% | $3,752-58.5% | $4,194-62.9% |
| Participant deferral / active EE | $2,679 | $6,817-60.7% | $6,282-57.4% | $6,396-58.1% |
| Admin fee / account holder | $1,025 | $10,396-90.1% | $9,818-89.6% | $12,562-91.8% |