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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 | $46,693 | $87,834-46.8% | $133,975-65.1% | $62,881-25.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.03% | 12.05%-5.0pp | 29.29%-22.3pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,828 | $3,482-47.5% | $5,211-64.9% | $2,281-19.9% |
| Participant deferral / active EE | $3,758 | $4,812-21.9% | $6,282-40.2% | $3,203+17.3% |
| Admin fee / account holder | $2,627 | $5,372-51.1% | $9,324-71.8% | $4,296-38.9% |