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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 | $40,471 | $95,959-57.8% | $97,411-58.5% | $138,895-70.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 13.89% | 29.30%-15.4pp | 34.72%-20.8pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,143 | $4,278-73.3% | $4,210-72.8% | $4,194-72.7% |
| Participant deferral / active EE | $5,213 | $5,876-11.3% | $5,886-11.4% | $6,396-18.5% |
| Admin fee / account holder | $1,698 | $7,555-77.5% | $7,145-76.2% | $12,562-86.5% |