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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 | $39,709 | $101,795-61.0% | $165,100-75.9% | $80,959-51.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.60% | 16.73%-6.1pp | 70.21%-59.6pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,097 | $2,954-62.9% | $4,348-74.8% | $2,757-60.2% |
| Participant deferral / active EE | $4,920 | $4,476+9.9% | $6,035-18.5% | $4,300+14.4% |
| Admin fee / account holder | $1,035 | $8,221-87.4% | $12,696-91.8% | $6,925-85.1% |