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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 | $47,781 | $65,712-27.3% | $57,196-16.5% | $273,972-82.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.81% | 22.01%-12.2pp | 14.59%-4.8pp | 41.46%-31.6pp |
| Employer contribution / active EE | $2,723 | $3,280-17.0% | $2,683+1.5% | $4,869-44.1% |
| Participant deferral / active EE | $3,109 | $3,782-17.8% | $3,096+0.4% | $5,287-41.2% |
| Admin fee / account holder | $4,877 | $4,838+0.8% | $3,141+55.3% | $10,133-51.9% |