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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 | $41,012 | $71,872-42.9% | $86,691-52.7% | $68,495-40.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 4.56% | 3.53%+1.0pp | 35.94%-31.4pp | -7.84%+12.4pp |
| Employer contribution / active EE | $1,392 | $2,173-35.9% | $2,837-50.9% | $2,596-46.4% |
| Participant deferral / active EE | $3,257 | $3,779-13.8% | $4,656-30.0% | $4,028-19.1% |
| Admin fee / account holder | $1,543 | $6,112-74.8% | $7,492-79.4% | $5,403-71.5% |