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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 | $44,340 | $126,661-65.0% | $113,397-60.9% | $138,895-68.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.48% | 25.05%-10.6pp | 23.20%-8.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,221 | $3,456-64.7% | $2,977-59.0% | $4,194-70.9% |
| Participant deferral / active EE | $1,987 | $5,693-65.1% | $5,076-60.9% | $6,396-68.9% |
| Admin fee / account holder | $10,417 | $14,549-28.4% | $11,957-12.9% | $12,562-17.1% |