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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 | $41,962 | $138,385-69.7% | $184,243-77.2% | $80,925-48.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.69% | 20.02%-3.3pp | 28.82%-12.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $1,875 | $4,851-61.3% | $6,427-70.8% | $2,756-32.0% |
| Participant deferral / active EE | $3,357 | $7,075-52.6% | $9,132-63.2% | $4,299-21.9% |
| Admin fee / account holder | $8,609 | $10,489-17.9% | $13,914-38.1% | $6,940+24.1% |