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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 | $41,075 | $77,814-47.2% | $158,223-74.0% | $86,983-52.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 12.40% | 30.54%-18.1pp | 52.09%-39.7pp | 25.83%-13.4pp |
| Employer contribution / active EE | $1,493 | $2,592-42.4% | $4,109-63.7% | $2,584-42.2% |
| Participant deferral / active EE | $1,922 | $3,270-41.2% | $5,467-64.8% | $4,194-54.2% |
| Admin fee / account holder | $3,420 | $5,879-41.8% | $16,047-78.7% | $7,856-56.5% |