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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 | $17,200 | $102,245-83.2% | $89,340-80.7% | $137,256-87.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.51% | 21.89%-3.4pp | 20.57%-2.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,012 | $2,529-20.4% | $2,231-9.8% | $4,156-51.6% |
| Participant deferral / active EE | $3,161 | $4,436-28.7% | $3,823-17.3% | $6,407-50.7% |
| Admin fee / account holder | $1,394 | $8,085-82.8% | $6,704-79.2% | $12,270-88.6% |