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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 | $47,988 | $59,804-19.8% | $81,982-41.5% | $79,856-39.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 15.37% | 17.56%-2.2pp | 41.31%-25.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,581 | $1,713+50.6% | $2,498+3.3% | $2,471+4.4% |
| Participant deferral / active EE | $1,894 | $2,695-29.7% | $3,722-49.1% | $3,741-49.4% |
| Admin fee / account holder | $1,899 | $4,288-55.7% | $5,665-66.5% | $5,306-64.2% |