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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 | $46,763 | $106,749-56.2% | $145,433-67.8% | $82,448-43.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.53% | 27.59%-10.1pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,971 | $3,444-13.7% | $4,554-34.8% | $2,551+16.5% |
| Participant deferral / active EE | $6,963 | $6,519+6.8% | $7,897-11.8% | $4,139+68.2% |
| Admin fee / account holder | $2,137 | $8,390-74.5% | $13,129-83.7% | $7,234-70.5% |