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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 | $41,290 | $79,557-48.1% | $118,746-65.2% | $70,126-41.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 13.65% | 25.64%-12.0pp | 24.54%-10.9pp | 73.15%-59.5pp |
| Employer contribution / active EE | $2,851 | $2,861-0.4% | $4,193-32.0% | $2,343+21.7% |
| Participant deferral / active EE | $3,374 | $4,089-17.5% | $5,332-36.7% | $3,332+1.3% |
| Admin fee / account holder | $366 | $5,374-93.2% | $10,720-96.6% | $4,645-92.1% |