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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 | $48,902 | $39,132+25.0% | $57,196-14.5% | $62,881-22.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.73% | 9.24%-3.5pp | 14.59%-8.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,646 | $1,874-12.1% | $2,683-38.6% | $2,281-27.8% |
| Participant deferral / active EE | $3,725 | $2,374+56.9% | $3,096+20.3% | $3,203+16.3% |
| Admin fee / account holder | $655 | $2,594-74.7% | $3,141-79.1% | $4,296-84.7% |