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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 | $42,034 | $106,588-60.6% | $94,215-55.4% | $155,188-72.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 18.89% | 29.39%-10.5pp | 28.22%-9.3pp | 148.84%-129.9pp |
| Employer contribution / active EE | $3,307 | $3,080+7.4% | $2,675+23.6% | $4,248-22.2% |
| Participant deferral / active EE | $9,680 | $4,802+101.6% | $4,276+126.4% | $6,531+48.2% |
| Admin fee / account holder | $6,720 | $12,281-45.3% | $10,216-34.2% | $14,480-53.6% |