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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 | $41,022 | $69,518-41.0% | $59,887-31.5% | $135,379-69.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.33% | 7.95%+1.4pp | 3.46%+5.9pp | 519.79%-510.5pp |
| Employer contribution / active EE | $1,578 | $3,235-51.2% | $2,722-42.0% | $4,779-67.0% |
| Participant deferral / active EE | $1,963 | $4,204-53.3% | $3,402-42.3% | $5,609-65.0% |
| Admin fee / account holder | $10,836 | $5,734+89.0% | $3,591+201.7% | $10,828+0.1% |