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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 | $42,087 | $43,333-2.9% | $59,883-29.7% | $64,181-34.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 12.38% | -1.55%+13.9pp | 3.46%+8.9pp | 7.63%+4.7pp |
| Employer contribution / active EE | $4,666 | $2,029+129.9% | $2,722+71.4% | $2,381+96.0% |
| Participant deferral / active EE | $2,295 | $2,547-9.9% | $3,402-32.5% | $3,470-33.9% |
| Admin fee / account holder | $2,581 | $3,006-14.1% | $3,591-28.1% | $4,887-47.2% |