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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 | $42,400 | $110,240-61.5% | $96,544-56.1% | $139,487-69.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.65% | 26.41%-12.8pp | 25.88%-12.2pp | 373.84%-360.2pp |
| Employer contribution / active EE | $1,735 | $3,622-52.1% | $2,966-41.5% | $4,755-63.5% |
| Participant deferral / active EE | $2,052 | $5,549-63.0% | $4,851-57.7% | $6,713-69.4% |
| Admin fee / account holder | $13,153 | $11,602+13.4% | $8,254+59.3% | $11,407+15.3% |