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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 | $46,330 | $96,558-52.0% | $80,977-42.8% | $273,972-83.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.97% | 15.14%-11.2pp | 17.11%-13.1pp | 41.46%-37.5pp |
| Employer contribution / active EE | $2,225 | $4,869-54.3% | $3,715-40.1% | $4,869-54.3% |
| Participant deferral / active EE | $4,878 | $6,598-26.1% | $5,696-14.4% | $5,287-7.7% |
| Admin fee / account holder | $614 | $7,493-91.8% | $5,517-88.9% | $10,133-93.9% |