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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 | $28,499 | $123,155-76.9% | $108,753-73.8% | $155,188-81.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.36% | 44.73%-35.4pp | 37.47%-28.1pp | 148.84%-139.5pp |
| Employer contribution / active EE | $2,547 | $2,811-9.4% | $2,427+5.0% | $4,248-40.0% |
| Participant deferral / active EE | $1,924 | $4,623-58.4% | $4,115-53.2% | $6,531-70.5% |
| Admin fee / account holder | $7,724 | $12,126-36.3% | $10,320-25.2% | $14,480-46.7% |