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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 | $32,447 | $107,733-69.9% | $92,985-65.1% | $154,746-79.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 11.49% | 30.39%-18.9pp | 27.99%-16.5pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,024 | $3,126-67.3% | $2,662-61.5% | $4,379-76.6% |
| Participant deferral / active EE | $2,605 | $5,053-48.5% | $4,377-40.5% | $6,730-61.3% |
| Admin fee / account holder | $6,616 | $11,369-41.8% | $9,463-30.1% | $14,365-53.9% |