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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 | $46,798 | $76,696-39.0% | $96,538-51.5% | $71,529-34.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 17.96% | 48.32%-30.4pp | 35.74%-17.8pp | 28.97%-11.0pp |
| Employer contribution / active EE | $2,480 | $3,032-18.2% | $3,740-33.7% | $2,590-4.2% |
| Participant deferral / active EE | $5,108 | $3,770+35.5% | $4,880+4.7% | $4,291+19.0% |
| Admin fee / account holder | $5,491 | $2,030+170.5% | $6,737-18.5% | $1,588+245.7% |