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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 | $40,589 | $48,078-15.6% | $78,676-48.4% | $62,881-35.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.84% | 31.36%-24.5pp | 62.19%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,951 | $2,015+46.5% | $2,850+3.5% | $2,281+29.4% |
| Participant deferral / active EE | $4,927 | $2,587+90.4% | $3,517+40.1% | $3,203+53.8% |
| Admin fee / account holder | $1,735 | $3,206-45.9% | $4,510-61.5% | $4,296-59.6% |