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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 | $42,389 | $58,627-27.7% | $76,735-44.8% | $82,448-48.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 13.62% | 39.10%-25.5pp | 29.77%-16.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,447 | $1,729+99.3% | $2,454+40.4% | $2,551+35.1% |
| Participant deferral / active EE | $1,991 | $3,134-36.5% | $4,088-51.3% | $4,139-51.9% |
| Admin fee / account holder | $6,189 | $5,323+16.3% | $7,189-13.9% | $7,234-14.4% |