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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 | $13,319 | $174,379-92.4% | $152,093-91.2% | $138,895-90.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 25.76% | 74.86%-49.1pp | 66.36%-40.6pp | 145.39%-119.6pp |
| Employer contribution / active EE | $3,080 | $4,652-33.8% | $4,175-26.2% | $4,194-26.6% |
| Participant deferral / active EE | $4,223 | $6,159-31.4% | $5,451-22.5% | $6,396-34.0% |
| Admin fee / account holder | $1,320 | $16,880-92.2% | $14,497-90.9% | $12,562-89.5% |