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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 | $37,162 | $104,251-64.4% | $91,004-59.2% | $147,585-74.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.01% | 27.06%-18.1pp | 4.60%+4.4pp | 578.58%-569.6pp |
| Employer contribution / active EE | $1,855 | $3,116-40.5% | $2,456-24.5% | $4,876-62.0% |
| Participant deferral / active EE | $2,637 | $4,195-37.1% | $3,548-25.7% | $5,439-51.5% |
| Admin fee / account holder | $2,526 | $8,948-71.8% | $5,417-53.4% | $10,886-76.8% |