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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 | $42,232 | $106,864-60.5% | $147,318-71.3% | $82,637-48.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 25.36% | 27.49%-2.1pp | 70.43%-45.1pp | 53.51%-28.1pp |
| Employer contribution / active EE | $1,349 | $3,417-60.5% | $4,593-70.6% | $2,552-47.1% |
| Participant deferral / active EE | $8,620 | $6,496+32.7% | $7,906+9.0% | $4,126+108.9% |
| Admin fee / account holder | $6,266 | $8,415-25.5% | $13,708-54.3% | $7,339-14.6% |