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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 | $41,990 | $124,425-66.3% | $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 | 13.04% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,598 | $3,411-53.2% | $2,954-45.9% | $4,156-61.6% |
| Participant deferral / active EE | $2,241 | $5,718-60.8% | $5,098-56.0% | $6,407-65.0% |
| Admin fee / account holder | $6,229 | $15,207-59.0% | $12,098-48.5% | $12,270-49.2% |