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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 | $44,208 | $118,488-62.7% | $98,462-55.1% | $139,487-68.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.56% | 18.96%-8.4pp | 21.17%-10.6pp | 373.84%-363.3pp |
| Employer contribution / active EE | $2,088 | $3,611-42.2% | $3,049-31.5% | $4,755-56.1% |
| Participant deferral / active EE | $3,825 | $5,393-29.1% | $4,738-19.3% | $6,713-43.0% |
| Admin fee / account holder | $334 | $13,868-97.6% | $8,875-96.2% | $11,407-97.1% |