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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 | $42,409 | $77,638-45.4% | $156,551-72.9% | $62,881-32.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.35% | 50.33%-40.0pp | 32.23%-21.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,848 | $3,444-46.3% | $5,501-66.4% | $2,281-19.0% |
| Participant deferral / active EE | $3,160 | $3,046+3.8% | $4,871-35.1% | $3,203-1.3% |
| Admin fee / account holder | $478 | $5,561-91.4% | $13,028-96.3% | $4,296-88.9% |