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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 | $46,440 | $88,707-47.6% | $74,184-37.4% | $273,972-83.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.24% | 11.94%-7.7pp | 17.74%-13.5pp | 41.46%-37.2pp |
| Employer contribution / active EE | $7,916 | $3,159+150.6% | $2,370+234.0% | $4,869+62.6% |
| Participant deferral / active EE | $4,232 | $4,212+0.5% | $3,550+19.2% | $5,287-20.0% |
| Admin fee / account holder | $4,441 | $8,717-49.1% | $5,586-20.5% | $10,133-56.2% |