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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 | $40,386 | $110,212-63.4% | $96,534-58.2% | $139,466-71.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.29% | 26.42%-10.1pp | 25.88%-9.6pp | 373.66%-357.4pp |
| Employer contribution / active EE | $958 | $3,620-73.5% | $2,965-67.7% | $4,754-79.8% |
| Participant deferral / active EE | $6,181 | $5,547+11.4% | $4,851+27.4% | $6,712-7.9% |
| Admin fee / account holder | $1,150 | $11,599-90.1% | $8,253-86.1% | $11,409-89.9% |