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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 | $136,860-69.3% | $120,344-65.1% | $154,746-72.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.37% | 21.38%-7.0pp | 20.30%-5.9pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,020 | $3,533-71.1% | $3,020-66.2% | $4,379-76.7% |
| Participant deferral / active EE | $4,181 | $5,793-27.8% | $5,135-18.6% | $6,730-37.9% |
| Admin fee / account holder | $24,593 | $15,393+59.8% | $12,742+93.0% | $14,365+71.2% |