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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 | $49,156 | $93,064-47.2% | $74,577-34.1% | $273,972-82.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.57% | 26.18%-18.6pp | 20.47%-12.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,817 | $3,160-10.8% | $2,525+11.6% | $4,869-42.1% |
| Participant deferral / active EE | $4,184 | $4,160+0.6% | $3,458+21.0% | $5,287-20.9% |
| Admin fee / account holder | $512 | $5,273-90.3% | $4,138-87.6% | $10,133-94.9% |