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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 | $42,712 | $114,119-62.6% | $107,187-60.2% | $138,895-69.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.05% | 273.21%-260.2pp | 204.55%-191.5pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,303 | $4,059-67.9% | $3,782-65.5% | $4,194-68.9% |
| Participant deferral / active EE | $6,370 | $5,538+15.0% | $5,096+25.0% | $6,396-0.4% |
| Admin fee / account holder | $1,003 | $10,024-90.0% | $9,162-89.1% | $12,562-92.0% |