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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 | $42,207 | $88,707-52.4% | $74,184-43.1% | $273,972-84.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.77% | 11.94%-3.2pp | 17.74%-9.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,203 | $3,159-30.3% | $2,370-7.1% | $4,869-54.8% |
| Participant deferral / active EE | $3,200 | $4,212-24.0% | $3,550-9.9% | $5,287-39.5% |
| Admin fee / account holder | $2,470 | $8,717-71.7% | $5,586-55.8% | $10,133-75.6% |