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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 | $138,312-67.9% | $122,979-63.9% | $155,188-71.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.48% | 22.06%-7.6pp | 20.12%-5.6pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,221 | $3,530-65.4% | $3,062-60.1% | $4,248-71.3% |
| Participant deferral / active EE | $1,987 | $5,592-64.5% | $5,003-60.3% | $6,531-69.6% |
| Admin fee / account holder | $10,417 | $15,089-31.0% | $12,864-19.0% | $14,480-28.1% |