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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 | $41,094 | $114,712-64.2% | $173,730-76.3% | $87,485-53.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 13.34% | 20.18%-6.8pp | 19.96%-6.6pp | 26.06%-12.7pp |
| Employer contribution / active EE | $835 | $2,904-71.3% | $4,577-81.8% | $2,596-67.9% |
| Participant deferral / active EE | $2,999 | $4,642-35.4% | $6,326-52.6% | $4,274-29.8% |
| Admin fee / account holder | $2,407 | $10,210-76.4% | $17,523-86.3% | $7,775-69.0% |