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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 | $31,650 | $65,712-51.8% | $57,196-44.7% | $273,972-88.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.04% | 22.01%-16.0pp | 14.59%-8.6pp | 41.46%-35.4pp |
| Employer contribution / active EE | $3,215 | $3,280-2.0% | $2,683+19.8% | $4,869-34.0% |
| Participant deferral / active EE | $1,033 | $3,782-72.7% | $3,096-66.7% | $5,287-80.5% |
| Admin fee / account holder | $1,723 | $4,838-64.4% | $3,141-45.1% | $10,133-83.0% |