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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 | $40,878 | $99,341-58.9% | $84,750-51.8% | $273,965-85.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.22% | 22.93%-13.7pp | 22.78%-13.6pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,269 | $4,214-69.9% | $3,574-64.5% | $4,869-73.9% |
| Participant deferral / active EE | $1,985 | $4,269-53.5% | $3,712-46.5% | $5,287-62.5% |
| Admin fee / account holder | $2,645 | $6,644-60.2% | $5,332-50.4% | $10,132-73.9% |