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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 | $37,589 | $88,707-57.6% | $74,184-49.3% | $273,972-86.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.15% | 11.94%-2.8pp | 17.74%-8.6pp | 41.46%-32.3pp |
| Employer contribution / active EE | $3,295 | $3,159+4.3% | $2,370+39.0% | $4,869-32.3% |
| Participant deferral / active EE | $5,323 | $4,212+26.4% | $3,550+49.9% | $5,287+0.7% |
| Admin fee / account holder | $1,428 | $8,717-83.6% | $5,586-74.4% | $10,133-85.9% |