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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 | $10,485 | $100,970-89.6% | $96,576-89.1% | $137,256-92.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.50% | 38.16%-14.7pp | 38.47%-15.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,030 | $3,809-46.7% | $3,553-42.9% | $4,156-51.1% |
| Participant deferral / active EE | $4,167 | $8,286-49.7% | $7,956-47.6% | $6,407-35.0% |
| Admin fee / account holder | $4,457 | $11,312-60.6% | $11,381-60.8% | $12,270-63.7% |