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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 | $6,260 | $95,959-93.5% | $97,411-93.6% | $138,895-95.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 19.53% | 29.30%-9.8pp | 34.72%-15.2pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,246 | $4,278-70.9% | $4,210-70.4% | $4,194-70.3% |
| Participant deferral / active EE | $1,760 | $5,876-70.1% | $5,886-70.1% | $6,396-72.5% |
| Admin fee / account holder | $897 | $7,555-88.1% | $7,145-87.4% | $12,562-92.9% |