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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 | $23,074 | $153,311-84.9% | $109,313-78.9% | $273,972-91.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.07% | 29.86%-21.8pp | 22.07%-14.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,927 | $5,619-47.9% | $3,892-24.8% | $4,869-39.9% |
| Participant deferral / active EE | $3,114 | $3,932-20.8% | $3,166-1.6% | $5,287-41.1% |
| Admin fee / account holder | $1,360 | $8,076-83.2% | $5,666-76.0% | $10,133-86.6% |