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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 | $45,667 | $90,504-49.5% | $78,690-42.0% | $273,965-83.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.28% | 75.61%-68.3pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,706 | $3,176-14.8% | $2,851-5.1% | $4,869-44.4% |
| Participant deferral / active EE | $3,561 | $3,901-8.7% | $3,517+1.2% | $5,287-32.7% |
| Admin fee / account holder | $2,914 | $5,263-44.6% | $4,511-35.4% | $10,132-71.2% |