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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 | $43,822 | $65,712-33.3% | $57,196-23.4% | $273,972-84.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.25% | 22.01%-12.8pp | 14.59%-5.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,445 | $3,280-55.9% | $2,683-46.1% | $4,869-70.3% |
| Participant deferral / active EE | $2,207 | $3,782-41.7% | $3,096-28.7% | $5,287-58.3% |
| Admin fee / account holder | $643 | $4,838-86.7% | $3,141-79.5% | $10,133-93.7% |