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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 | $29,535 | $215,361-86.3% | $171,082-82.7% | $273,972-89.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.00% | 25.14%-22.1pp | 32.56%-29.6pp | 41.46%-38.5pp |
| Employer contribution / active EE | $1,845 | $4,967-62.9% | $4,002-53.9% | $4,869-62.1% |
| Participant deferral / active EE | $2,155 | $5,543-61.1% | $4,797-55.1% | $5,287-59.2% |
| Admin fee / account holder | $3,189 | $10,846-70.6% | $8,520-62.6% | $10,133-68.5% |