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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 | $43,046 | $114,712-62.5% | $173,730-75.2% | $87,485-50.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 12.05% | 20.18%-8.1pp | 19.96%-7.9pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,714 | $2,904-41.0% | $4,577-62.6% | $2,596-34.0% |
| Participant deferral / active EE | $2,502 | $4,642-46.1% | $6,326-60.4% | $4,274-41.4% |
| Admin fee / account holder | $10,967 | $10,210+7.4% | $17,523-37.4% | $7,775+41.1% |