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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 | $57,146 | $112,729-49.3% | $98,716-42.1% | $137,256-58.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.10% | 38.48%-27.4pp | 31.81%-20.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $938 | $2,725-65.6% | $2,279-58.8% | $4,156-77.4% |
| Participant deferral / active EE | $2,881 | $4,640-37.9% | $4,048-28.8% | $6,407-55.0% |
| Admin fee / account holder | $1,148 | $10,129-88.7% | $8,703-86.8% | $12,270-90.6% |