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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 | $55,321 | $92,219-40.0% | $76,767-27.9% | $135,380-59.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 4.79% | 5.46%-0.7pp | 2.43%+2.4pp | 519.81%-515.0pp |
| Employer contribution / active EE | $2,101 | $3,216-34.7% | $2,485-15.5% | $4,779-56.0% |
| Participant deferral / active EE | $4,661 | $4,508+3.4% | $3,852+21.0% | $5,609-16.9% |
| Admin fee / account holder | $5,840 | $10,749-45.7% | $6,675-12.5% | $10,828-46.1% |