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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 | $32,577 | $136,860-76.2% | $120,344-72.9% | $154,746-78.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.20% | 21.38%-4.2pp | 20.30%-3.1pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,341 | $3,533-62.0% | $3,020-55.6% | $4,379-69.4% |
| Participant deferral / active EE | $3,910 | $5,793-32.5% | $5,135-23.9% | $6,730-41.9% |
| Admin fee / account holder | $554 | $15,393-96.4% | $12,742-95.7% | $14,365-96.1% |