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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 | $46,097 | $69,977-34.1% | $108,582-57.5% | $62,881-26.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 14.23% | 10.73%+3.5pp | -51.70%+65.9pp | 20.14%-5.9pp |
| Employer contribution / active EE | $2,841 | $2,135+33.1% | $3,758-24.4% | $2,281+24.6% |
| Participant deferral / active EE | $3,351 | $3,165+5.9% | $4,311-22.3% | $3,203+4.6% |
| Admin fee / account holder | $3,767 | $5,076-25.8% | $7,645-50.7% | $4,296-12.3% |