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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 | $35,747 | $106,588-66.5% | $94,215-62.1% | $155,188-77.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 15.34% | 29.39%-14.1pp | 28.22%-12.9pp | 148.84%-133.5pp |
| Employer contribution / active EE | $535 | $3,080-82.6% | $2,675-80.0% | $4,248-87.4% |
| Participant deferral / active EE | $5,004 | $4,802+4.2% | $4,276+17.0% | $6,531-23.4% |
| Admin fee / account holder | $3,581 | $12,281-70.8% | $10,216-64.9% | $14,480-75.3% |