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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 | $22,424 | $106,588-79.0% | $94,215-76.2% | $155,188-85.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 18.26% | 29.39%-11.1pp | 28.22%-10.0pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,241 | $3,080-59.7% | $2,675-53.6% | $4,248-70.8% |
| Participant deferral / active EE | $4,738 | $4,802-1.3% | $4,276+10.8% | $6,531-27.5% |
| Admin fee / account holder | $13,258 | $12,281+8.0% | $10,216+29.8% | $14,480-8.4% |