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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 | $45,025 | $65,712-31.5% | $57,196-21.3% | $273,972-83.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.55% | 22.01%-16.5pp | 14.59%-9.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,496 | $3,280-23.9% | $2,683-7.0% | $4,869-48.7% |
| Participant deferral / active EE | $998 | $3,782-73.6% | $3,096-67.8% | $5,287-81.1% |
| Admin fee / account holder | $690 | $4,838-85.7% | $3,141-78.0% | $10,133-93.2% |