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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 | $22,874 | $112,729-79.7% | $98,716-76.8% | $137,256-83.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.64% | 38.48%-17.8pp | 31.81%-11.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,326 | $2,725-51.3% | $2,279-41.8% | $4,156-68.1% |
| Participant deferral / active EE | $3,853 | $4,640-17.0% | $4,048-4.8% | $6,407-39.9% |
| Admin fee / account holder | $443 | $10,129-95.6% | $8,703-94.9% | $12,270-96.4% |