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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 | $39,011 | $181,896-78.6% | $156,551-75.1% | $273,972-85.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.50% | 30.74%-26.2pp | 32.23%-27.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,485 | $6,248-76.2% | $5,501-73.0% | $4,869-69.5% |
| Participant deferral / active EE | $3,691 | $5,550-33.5% | $4,871-24.2% | $5,287-30.2% |
| Admin fee / account holder | $3,137 | $15,560-79.8% | $13,028-75.9% | $10,133-69.0% |