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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 | $8,234 | $107,809-92.4% | $97,032-91.5% | $155,188-94.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 21.87% | 38.06%-16.2pp | 35.38%-13.5pp | 148.84%-127.0pp |
| Employer contribution / active EE | $2,009 | $2,911-31.0% | $2,629-23.6% | $4,248-52.7% |
| Participant deferral / active EE | $1,721 | $5,129-66.5% | $4,672-63.2% | $6,531-73.7% |
| Admin fee / account holder | $1,806 | $10,717-83.1% | $9,418-80.8% | $14,480-87.5% |