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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 | $28,105 | $172,111-83.7% | $150,298-81.3% | $137,256-79.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.92% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,215 | $4,636-73.8% | $4,154-70.8% | $4,156-70.8% |
| Participant deferral / active EE | $3,520 | $6,166-42.9% | $5,453-35.4% | $6,407-45.1% |
| Admin fee / account holder | $1,132 | $16,471-93.1% | $14,116-92.0% | $12,270-90.8% |