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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 | $41,003 | $181,896-77.5% | $156,551-73.8% | $273,972-85.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.15% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,824 | $6,248-54.8% | $5,501-48.7% | $4,869-42.0% |
| Participant deferral / active EE | $3,605 | $5,550-35.0% | $4,871-26.0% | $5,287-31.8% |
| Admin fee / account holder | $390 | $15,560-97.5% | $13,028-97.0% | $10,133-96.2% |