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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 | $77,962-40.2% | $178,540-73.9% | $80,935-42.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 14.63% | 18.10%-3.5pp | 27.15%-12.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $4,759 | $2,280+108.7% | $3,953+20.4% | $2,757+72.7% |
| Participant deferral / active EE | $7,799 | $4,404+77.1% | $6,281+24.2% | $4,299+81.4% |
| Admin fee / account holder | $4,084 | $7,156-42.9% | $10,424-60.8% | $6,924-41.0% |