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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 | $32,167 | $88,707-63.7% | $74,184-56.6% | $273,972-88.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.70% | 11.94%-7.2pp | 17.74%-13.0pp | 41.46%-36.8pp |
| Employer contribution / active EE | $3,802 | $3,159+20.3% | $2,370+60.4% | $4,869-21.9% |
| Participant deferral / active EE | $2,918 | $4,212-30.7% | $3,550-17.8% | $5,287-44.8% |
| Admin fee / account holder | $1,709 | $8,717-80.4% | $5,586-69.4% | $10,133-83.1% |