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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 | $45,196 | $96,562-53.2% | $80,976-44.2% | $273,968-83.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.90% | 15.14%-8.2pp | 17.10%-10.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $4,340 | $4,868-10.8% | $3,714+16.9% | $4,869-10.9% |
| Participant deferral / active EE | $6,955 | $6,597+5.4% | $5,696+22.1% | $5,287+31.5% |
| Admin fee / account holder | $3,264 | $7,493-56.4% | $5,516-40.8% | $10,132-67.8% |