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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 | $30,637 | $99,345-69.2% | $84,753-63.9% | $273,972-88.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.26% | 22.93%-10.7pp | 22.78%-10.5pp | 41.46%-29.2pp |
| Employer contribution / active EE | $1,613 | $4,214-61.7% | $3,574-54.9% | $4,869-66.9% |
| Participant deferral / active EE | $2,921 | $4,270-31.6% | $3,712-21.3% | $5,287-44.7% |
| Admin fee / account holder | $3,514 | $6,645-47.1% | $5,333-34.1% | $10,133-65.3% |