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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 | $49,387 | $39,132+26.2% | $57,196-13.7% | $62,881-21.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.49% | 9.24%-0.7pp | 14.59%-6.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,300 | $1,874-30.6% | $2,683-51.6% | $2,281-43.0% |
| Participant deferral / active EE | $2,576 | $2,374+8.5% | $3,096-16.8% | $3,203-19.6% |
| Admin fee / account holder | $4,904 | $2,594+89.1% | $3,141+56.2% | $4,296+14.2% |