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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 | $40,605 | $97,550-58.4% | $120,344-66.3% | $87,485-53.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 19.53% | 18.41%+1.1pp | 20.30%-0.8pp | 26.06%-6.5pp |
| Employer contribution / active EE | $801 | $2,291-65.0% | $3,020-73.5% | $2,596-69.1% |
| Participant deferral / active EE | $2,225 | $4,230-47.4% | $5,135-56.7% | $4,274-47.9% |
| Admin fee / account holder | $1,457 | $9,543-84.7% | $12,742-88.6% | $7,775-81.3% |