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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 | $29,835 | $66,764-55.3% | $88,497-66.3% | $62,881-52.6% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 6.59% | 10.37%-3.8pp | 7.63%-1.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,868 | $3,077-39.3% | $4,036-53.7% | $2,281-18.1% |
| Participant deferral / active EE | $3,048 | $3,976-23.3% | $4,899-37.8% | $3,203-4.8% |
| Admin fee / account holder | $3,640 | $4,668-22.0% | $6,220-41.5% | $4,296-15.3% |