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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 | $138,393-62.1% | $184,256-71.5% | $80,959-35.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.71% | 20.01%-5.3pp | 28.85%-14.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,696 | $4,847-44.4% | $6,427-58.1% | $2,757-2.2% |
| Participant deferral / active EE | $3,756 | $7,076-46.9% | $9,133-58.9% | $4,300-12.6% |
| Admin fee / account holder | $1,056 | $10,489-89.9% | $13,899-92.4% | $6,925-84.8% |