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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 | $46,593 | $90,509-48.5% | $78,693-40.8% | $273,968-83.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.05% | 75.61%-68.6pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,253 | $3,175+2.5% | $2,850+14.1% | $4,869-33.2% |
| Participant deferral / active EE | $3,636 | $3,901-6.8% | $3,517+3.4% | $5,287-31.2% |
| Admin fee / account holder | $472 | $5,264-91.0% | $4,511-89.5% | $10,132-95.3% |