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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 | $27,963 | $136,860-79.6% | $120,344-76.8% | $154,746-81.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.45% | 21.38%-10.9pp | 20.30%-9.8pp | 172.34%-161.9pp |
| Employer contribution / active EE | $2,054 | $3,533-41.9% | $3,020-32.0% | $4,379-53.1% |
| Participant deferral / active EE | $4,081 | $5,793-29.6% | $5,135-20.5% | $6,730-39.4% |
| Admin fee / account holder | $449 | $15,393-97.1% | $12,742-96.5% | $14,365-96.9% |