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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 | $22,780 | $182,442-87.5% | $163,379-86.1% | $138,895-83.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 21.60% | 72.74%-51.1pp | 63.41%-41.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $2,559 | $4,159-38.5% | $3,752-31.8% | $4,194-39.0% |
| Participant deferral / active EE | $4,782 | $6,817-29.8% | $6,282-23.9% | $6,396-25.2% |
| Admin fee / account holder | $814 | $10,396-92.2% | $9,818-91.7% | $12,562-93.5% |