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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 | $43,426 | $49,025-11.4% | $87,502-50.4% | $62,881-30.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 10.97% | 10.02%+0.9pp | 12.21%-1.2pp | 20.14%-9.2pp |
| Employer contribution / active EE | $903 | $1,372-34.2% | $2,550-64.6% | $2,281-60.4% |
| Participant deferral / active EE | $3,101 | $2,289+35.4% | $3,149-1.5% | $3,203-3.2% |
| Admin fee / account holder | $2,577 | $4,065-36.6% | $4,221-38.9% | $4,296-40.0% |