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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 | $52,482 | $138,385-62.1% | $184,200-71.5% | $80,874-35.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.71% | 20.02%-5.3pp | 28.80%-14.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $2,696 | $4,849-44.4% | $6,424-58.0% | $2,756-2.2% |
| Participant deferral / active EE | $3,756 | $7,073-46.9% | $9,132-58.9% | $4,297-12.6% |
| Admin fee / account holder | $1,056 | $10,483-89.9% | $13,907-92.4% | $6,935-84.8% |