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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 | $45,850 | $118,488-61.3% | $98,462-53.4% | $139,487-67.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.87% | 18.96%-6.1pp | 21.17%-8.3pp | 373.84%-361.0pp |
| Employer contribution / active EE | $2,215 | $3,611-38.6% | $3,049-27.3% | $4,755-53.4% |
| Participant deferral / active EE | $2,534 | $5,393-53.0% | $4,738-46.5% | $6,713-62.2% |
| Admin fee / account holder | $6,177 | $13,868-55.5% | $8,875-30.4% | $11,407-45.9% |