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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 | $39,097 | $65,712-40.5% | $57,196-31.6% | $273,972-85.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.27% | 22.01%-13.7pp | 14.59%-6.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,006 | $3,280-8.3% | $2,683+12.1% | $4,869-38.3% |
| Participant deferral / active EE | $4,031 | $3,782+6.6% | $3,096+30.2% | $5,287-23.8% |
| Admin fee / account holder | $535 | $4,838-88.9% | $3,141-83.0% | $10,133-94.7% |