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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 | $42,023 | $100,970-58.4% | $96,576-56.5% | $137,256-69.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.06% | 38.16%-19.1pp | 38.47%-19.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $403 | $3,809-89.4% | $3,553-88.7% | $4,156-90.3% |
| Participant deferral / active EE | $11,055 | $8,286+33.4% | $7,956+38.9% | $6,407+72.6% |
| Admin fee / account holder | $2,960 | $11,312-73.8% | $11,381-74.0% | $12,270-75.9% |