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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 | $42,006 | $97,881-57.1% | $80,004-47.5% | $125,389-66.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 2.85% | 9.36%-6.5pp | 7.63%-4.8pp | 282.24%-279.4pp |
| Employer contribution / active EE | $2,542 | $3,128-18.7% | $2,473+2.8% | $4,866-47.8% |
| Participant deferral / active EE | $5,747 | $3,744+53.5% | $3,204+79.4% | $5,352+7.4% |
| Admin fee / account holder | $7,408 | $6,278+18.0% | $5,033+47.2% | $9,541-22.4% |