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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 | $41,566 | $153,774-73.0% | $133,981-69.0% | $273,968-84.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.36% | 36.51%-31.2pp | 29.30%-23.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,276 | $6,029-78.8% | $5,211-75.5% | $4,869-73.8% |
| Participant deferral / active EE | $2,413 | $6,958-65.3% | $6,282-61.6% | $5,287-54.4% |
| Admin fee / account holder | $433 | $11,765-96.3% | $9,324-95.4% | $10,132-95.7% |