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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 | $42,171 | $77,492-45.6% | $100,398-58.0% | $80,911-47.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 22.60% | 37.23%-14.6pp | 49.32%-26.7pp | 35.63%-13.0pp |
| Employer contribution / active EE | $2,163 | $2,800-22.7% | $3,946-45.2% | $2,756-21.5% |
| Participant deferral / active EE | $4,873 | $6,817-28.5% | $8,084-39.7% | $4,297+13.4% |
| Admin fee / account holder | $2,115 | $5,892-64.1% | $7,893-73.2% | $6,935-69.5% |