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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 | $40,811 | $115,225-64.6% | $100,712-59.5% | $138,895-70.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 16.40% | 40.35%-24.0pp | 33.27%-16.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $3,028 | $2,771+9.3% | $2,313+30.9% | $4,194-27.8% |
| Participant deferral / active EE | $6,242 | $4,699+32.8% | $4,085+52.8% | $6,396-2.4% |
| Admin fee / account holder | $2,536 | $10,844-76.6% | $9,256-72.6% | $12,562-79.8% |