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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 | $39,078 | $106,749-63.4% | $145,433-73.1% | $82,448-52.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.18% | 27.59%-3.4pp | 66.58%-42.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $1,577 | $3,444-54.2% | $4,554-65.4% | $2,551-38.2% |
| Participant deferral / active EE | $8,661 | $6,519+32.9% | $7,897+9.7% | $4,139+109.2% |
| Admin fee / account holder | $4,298 | $8,390-48.8% | $13,129-67.3% | $7,234-40.6% |