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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 | $23,154 | $107,809-78.5% | $97,032-76.1% | $155,188-85.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.28% | 38.06%-22.8pp | 35.38%-20.1pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,370 | $2,911-18.6% | $2,629-9.8% | $4,248-44.2% |
| Participant deferral / active EE | $2,631 | $5,129-48.7% | $4,672-43.7% | $6,531-59.7% |
| Admin fee / account holder | $7,614 | $10,717-29.0% | $9,418-19.1% | $14,480-47.4% |