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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 | $22,656 | $101,618-77.7% | $93,063-75.7% | $137,256-83.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 23.33% | 223.95%-200.6pp | 34.15%-10.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,649 | $2,707-39.1% | $2,476-33.4% | $4,156-60.3% |
| Participant deferral / active EE | $3,060 | $4,279-28.5% | $3,958-22.7% | $6,407-52.2% |
| Admin fee / account holder | $2,857 | $6,198-53.9% | $6,033-52.6% | $12,270-76.7% |