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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 | $38,350 | $181,896-78.9% | $156,551-75.5% | $273,972-86.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.24% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,649 | $6,248-73.6% | $5,501-70.0% | $4,869-66.1% |
| Participant deferral / active EE | $3,431 | $5,550-38.2% | $4,871-29.6% | $5,287-35.1% |
| Admin fee / account holder | $1,469 | $15,560-90.6% | $13,028-88.7% | $10,133-85.5% |