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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 | $40,909 | $56,894-28.1% | $84,753-51.7% | $62,881-34.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.85% | 6.30%+1.5pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,657 | $2,400-30.9% | $3,574-53.6% | $2,281-27.3% |
| Participant deferral / active EE | $3,953 | $2,709+45.9% | $3,712+6.5% | $3,203+23.4% |
| Admin fee / account holder | $1,290 | $3,581-64.0% | $5,333-75.8% | $4,296-70.0% |