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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 | $39,898 | $118,488-66.3% | $98,462-59.5% | $139,487-71.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.92% | 18.96%-1.0pp | 21.17%-3.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $3,993 | $3,611+10.6% | $3,049+31.0% | $4,755-16.0% |
| Participant deferral / active EE | $1,576 | $5,393-70.8% | $4,738-66.7% | $6,713-76.5% |
| Admin fee / account holder | $4,491 | $13,868-67.6% | $8,875-49.4% | $11,407-60.6% |