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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 | $47,127 | $65,712-28.3% | $57,196-17.6% | $273,972-82.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.80% | 22.01%-16.2pp | 14.59%-8.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $4,515 | $3,280+37.6% | $2,683+68.3% | $4,869-7.3% |
| Participant deferral / active EE | $1,801 | $3,782-52.4% | $3,096-41.8% | $5,287-65.9% |
| Admin fee / account holder | $561 | $4,838-88.4% | $3,141-82.1% | $10,133-94.5% |