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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 | $47,523 | $65,712-27.7% | $57,196-16.9% | $273,972-82.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.90% | 22.01%-17.1pp | 14.59%-9.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,873 | $3,280-12.4% | $2,683+7.1% | $4,869-41.0% |
| Participant deferral / active EE | $3,624 | $3,782-4.2% | $3,096+17.0% | $5,287-31.5% |
| Admin fee / account holder | $1,421 | $4,838-70.6% | $3,141-54.7% | $10,133-86.0% |