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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 | $41,349 | $181,896-77.3% | $156,551-73.6% | $273,972-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.37% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,437 | $6,248-61.0% | $5,501-55.7% | $4,869-50.0% |
| Participant deferral / active EE | $3,720 | $5,550-33.0% | $4,871-23.6% | $5,287-29.6% |
| Admin fee / account holder | $1,412 | $15,560-90.9% | $13,028-89.2% | $10,133-86.1% |