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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 | $36,712 | $46,534-21.1% | $64,097-42.7% | $75,177-51.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.90% | 26.07%-13.2pp | 33.75%-20.8pp | 160.75%-147.8pp |
| Employer contribution / active EE | $2,361 | $1,976+19.5% | $2,750-14.2% | $2,671-11.6% |
| Participant deferral / active EE | $3,337 | $2,835+17.7% | $3,881-14.0% | $4,126-19.1% |
| Admin fee / account holder | $3,392 | $2,957+14.7% | $3,070+10.5% | $5,651-40.0% |