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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 | $35,678 | $65,712-45.7% | $57,196-37.6% | $273,972-87.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.38% | 22.01%-12.6pp | 14.59%-5.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $716 | $3,280-78.2% | $2,683-73.3% | $4,869-85.3% |
| Participant deferral / active EE | $1,793 | $3,782-52.6% | $3,096-42.1% | $5,287-66.1% |
| Admin fee / account holder | $1,280 | $4,838-73.5% | $3,141-59.2% | $10,133-87.4% |