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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 | $31,421 | $115,225-72.7% | $100,712-68.8% | $138,895-77.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.05% | 40.35%-25.3pp | 33.27%-18.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,091 | $2,771-60.6% | $2,313-52.8% | $4,194-74.0% |
| Participant deferral / active EE | $2,181 | $4,699-53.6% | $4,085-46.6% | $6,396-65.9% |
| Admin fee / account holder | $367 | $10,844-96.6% | $9,256-96.0% | $12,562-97.1% |