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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 | $39,147 | $110,240-64.5% | $96,544-59.5% | $139,487-71.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.63% | 26.41%-14.8pp | 25.88%-14.3pp | 373.84%-362.2pp |
| Employer contribution / active EE | $1,883 | $3,622-48.0% | $2,966-36.5% | $4,755-60.4% |
| Participant deferral / active EE | $3,714 | $5,549-33.1% | $4,851-23.4% | $6,713-44.7% |
| Admin fee / account holder | $6,545 | $11,602-43.6% | $8,254-20.7% | $11,407-42.6% |