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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 | $41,179 | $213,785-80.7% | $185,441-77.8% | $155,188-73.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.87% | 19.97%-4.1pp | 20.16%-4.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $2,807 | $5,393-48.0% | $4,672-39.9% | $4,248-33.9% |
| Participant deferral / active EE | $6,955 | $6,864+1.3% | $6,152+13.1% | $6,531+6.5% |
| Admin fee / account holder | $1,769 | $21,134-91.6% | $17,890-90.1% | $14,480-87.8% |