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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 | $48,244 | $41,377+16.6% | $109,313-55.9% | $62,881-23.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.99% | 11.05%-4.1pp | 22.07%-15.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,106 | $1,276-13.3% | $3,892-71.6% | $2,281-51.5% |
| Participant deferral / active EE | $2,157 | $2,045+5.5% | $3,166-31.9% | $3,203-32.6% |
| Admin fee / account holder | $1,568 | $2,884-45.6% | $5,666-72.3% | $4,296-63.5% |