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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 | $36,672 | $88,707-58.7% | $74,184-50.6% | $273,972-86.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.53% | 11.94%+2.6pp | 17.74%-3.2pp | 41.46%-26.9pp |
| Employer contribution / active EE | $888 | $3,159-71.9% | $2,370-62.5% | $4,869-81.8% |
| Participant deferral / active EE | $2,912 | $4,212-30.9% | $3,550-18.0% | $5,287-44.9% |
| Admin fee / account holder | $1,459 | $8,717-83.3% | $5,586-73.9% | $10,133-85.6% |