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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 | $10,239 | $102,245-90.0% | $89,340-88.5% | $137,256-92.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.37% | 21.89%-8.5pp | 20.57%-7.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,437 | $2,529-3.6% | $2,231+9.2% | $4,156-41.4% |
| Participant deferral / active EE | $2,437 | $4,436-45.1% | $3,823-36.3% | $6,407-62.0% |
| Admin fee / account holder | $6,018 | $8,085-25.6% | $6,704-10.2% | $12,270-51.0% |