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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 | $106,524-56.1% | $152,301-69.3% | $87,485-46.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 17.53% | 26.89%-9.4pp | 80.50%-63.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $2,971 | $3,371-11.9% | $4,624-35.8% | $2,596+14.4% |
| Participant deferral / active EE | $6,963 | $6,525+6.7% | $8,004-13.0% | $4,274+62.9% |
| Admin fee / account holder | $2,137 | $8,287-74.2% | $14,398-85.2% | $7,775-72.5% |