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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 | $46,756 | $96,558-51.6% | $80,977-42.3% | $273,972-82.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.23% | 15.14%-8.9pp | 17.11%-10.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,400 | $4,869-71.2% | $3,715-62.3% | $4,869-71.2% |
| Participant deferral / active EE | $8,769 | $6,598+32.9% | $5,696+53.9% | $5,287+65.9% |
| Admin fee / account holder | $26,390 | $7,493+252.2% | $5,517+378.4% | $10,133+160.4% |