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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 | $42,077 | $112,729-62.7% | $98,716-57.4% | $137,256-69.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.27% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,005 | $2,725-63.1% | $2,279-55.9% | $4,156-75.8% |
| Participant deferral / active EE | $1,619 | $4,640-65.1% | $4,048-60.0% | $6,407-74.7% |
| Admin fee / account holder | $3,690 | $10,129-63.6% | $8,703-57.6% | $12,270-69.9% |