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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 | $45,638 | $93,617-51.3% | $135,982-66.4% | $75,177-39.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.74% | 30.89%-12.1pp | 68.32%-49.6pp | 160.75%-142.0pp |
| Employer contribution / active EE | $1,021 | $3,538-71.1% | $4,859-79.0% | $2,671-61.8% |
| Participant deferral / active EE | $7,723 | $6,406+20.6% | $7,760-0.5% | $4,126+87.2% |
| Admin fee / account holder | $3,191 | $6,980-54.3% | $10,767-70.4% | $5,651-43.5% |