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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 | $41,933 | $181,896-76.9% | $156,551-73.2% | $273,972-84.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.51% | 30.74%-19.2pp | 32.23%-20.7pp | 41.46%-30.0pp |
| Employer contribution / active EE | $2,354 | $6,248-62.3% | $5,501-57.2% | $4,869-51.6% |
| Participant deferral / active EE | $6,938 | $5,550+25.0% | $4,871+42.4% | $5,287+31.2% |
| Admin fee / account holder | $2,696 | $15,560-82.7% | $13,028-79.3% | $10,133-73.4% |