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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 | $30,639 | $100,970-69.7% | $96,576-68.3% | $137,256-77.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.10% | 38.16%-18.1pp | 38.47%-18.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,461 | $3,809-61.7% | $3,553-58.9% | $4,156-64.9% |
| Participant deferral / active EE | $4,771 | $8,286-42.4% | $7,956-40.0% | $6,407-25.5% |
| Admin fee / account holder | $6,696 | $11,312-40.8% | $11,381-41.2% | $12,270-45.4% |