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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 | $18,129 | $182,442-90.1% | $163,379-88.9% | $138,895-86.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.31% | 72.74%-55.4pp | 63.41%-46.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,030 | $4,159-51.2% | $3,752-45.9% | $4,194-51.6% |
| Participant deferral / active EE | $3,553 | $6,817-47.9% | $6,282-43.4% | $6,396-44.5% |
| Admin fee / account holder | $2,901 | $10,396-72.1% | $9,818-70.4% | $12,562-76.9% |