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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 | $39,873 | $110,240-63.8% | $96,544-58.7% | $139,487-71.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.93% | 26.41%-13.5pp | 25.88%-12.9pp | 373.84%-360.9pp |
| Employer contribution / active EE | $3,731 | $3,622+3.0% | $2,966+25.8% | $4,755-21.5% |
| Participant deferral / active EE | $4,470 | $5,549-19.4% | $4,851-7.9% | $6,713-33.4% |
| Admin fee / account holder | $1,339 | $11,602-88.5% | $8,254-83.8% | $11,407-88.3% |