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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 | $30,754 | $87,733-64.9% | $106,551-71.1% | $85,856-64.2% |
| Participation rate | 97.5% | 71.9%+25.5pp | 76.1%+21.3pp | 69.3%+28.2pp |
| Annual return | 13.85% | 21.86%-8.0pp | 26.80%-13.0pp | 318.58%-304.7pp |
| Employer contribution / active EE | $518 | $2,073-75.0% | $2,819-81.6% | $2,565-79.8% |
| Participant deferral / active EE | $3,041 | $3,469-12.4% | $4,398-30.9% | $3,952-23.1% |
| Admin fee / account holder | $7,430 | $6,767+9.8% | $7,408+0.3% | $6,261+18.7% |