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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 | $38,762 | $75,541-48.7% | $152,093-74.5% | $82,637-53.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.64% | 32.56%-15.9pp | 66.36%-49.7pp | 53.51%-36.9pp |
| Employer contribution / active EE | $2,472 | $2,622-5.7% | $4,175-40.8% | $2,552-3.1% |
| Participant deferral / active EE | $4,198 | $3,206+31.0% | $5,451-23.0% | $4,126+1.8% |
| Admin fee / account holder | $4,747 | $6,405-25.9% | $14,497-67.3% | $7,339-35.3% |