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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 | $42,487 | $81,331-47.8% | $155,534-72.7% | $80,935-47.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.74% | 33.37%-20.6pp | 64.92%-52.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,987 | $3,105-36.0% | $4,675-57.5% | $2,757-27.9% |
| Participant deferral / active EE | $5,149 | $3,454+49.1% | $5,630-8.6% | $4,299+19.8% |
| Admin fee / account holder | $4,422 | $7,999-44.7% | $15,900-72.2% | $6,924-36.1% |