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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 | $46,628 | $78,013-40.2% | $178,449-73.9% | $80,911-42.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.63% | 18.07%-3.4pp | 27.09%-12.5pp | 35.63%-21.0pp |
| Employer contribution / active EE | $4,759 | $2,287+108.1% | $3,951+20.5% | $2,756+72.7% |
| Participant deferral / active EE | $7,799 | $4,408+76.9% | $6,277+24.3% | $4,297+81.5% |
| Admin fee / account holder | $4,084 | $7,166-43.0% | $10,362-60.6% | $6,935-41.1% |