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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 | $39,576 | $99,345-60.2% | $84,753-53.3% | $273,972-85.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.04% | 22.93%-11.9pp | 22.78%-11.7pp | 41.46%-30.4pp |
| Employer contribution / active EE | $2,093 | $4,214-50.3% | $3,574-41.4% | $4,869-57.0% |
| Participant deferral / active EE | $3,393 | $4,270-20.5% | $3,712-8.6% | $5,287-35.8% |
| Admin fee / account holder | $1,510 | $6,645-77.3% | $5,333-71.7% | $10,133-85.1% |