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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 | $46,544 | $215,361-78.4% | $171,082-72.8% | $273,972-83.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.66% | 25.14%-21.5pp | 32.56%-28.9pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,736 | $4,967-44.9% | $4,002-31.6% | $4,869-43.8% |
| Participant deferral / active EE | $8,004 | $5,543+44.4% | $4,797+66.8% | $5,287+51.4% |
| Admin fee / account holder | $1,983 | $10,846-81.7% | $8,520-76.7% | $10,133-80.4% |