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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 | $39,817 | $81,358-51.1% | $155,556-74.4% | $80,959-50.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.17% | 33.39%-20.2pp | 64.84%-51.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $2,802 | $3,106-9.8% | $4,675-40.1% | $2,757+1.6% |
| Participant deferral / active EE | $7,586 | $3,455+119.5% | $5,631+34.7% | $4,300+76.4% |
| Admin fee / account holder | $305 | $7,994-96.2% | $15,885-98.1% | $6,925-95.6% |