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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 | $32,583 | $118,496-72.5% | $98,461-66.9% | $139,466-76.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.52% | 18.96%-2.4pp | 21.17%-4.7pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,075 | $3,611-70.2% | $3,049-64.7% | $4,754-77.4% |
| Participant deferral / active EE | $1,503 | $5,393-72.1% | $4,738-68.3% | $6,712-77.6% |
| Admin fee / account holder | $367 | $14,056-97.4% | $8,961-95.9% | $11,409-96.8% |