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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 | $41,995 | $124,425-66.2% | $112,040-62.5% | $137,256-69.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.37% | 24.72%-10.3pp | 24.52%-10.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,020 | $3,411-70.1% | $2,954-65.5% | $4,156-75.5% |
| Participant deferral / active EE | $4,181 | $5,718-26.9% | $5,098-18.0% | $6,407-34.7% |
| Admin fee / account holder | $24,593 | $15,207+61.7% | $12,098+103.3% | $12,270+100.4% |