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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 | $41,336 | $65,712-37.1% | $57,196-27.7% | $273,972-84.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.97% | 22.01%-16.0pp | 14.59%-8.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,476 | $3,280-55.0% | $2,683-45.0% | $4,869-69.7% |
| Participant deferral / active EE | $2,574 | $3,782-32.0% | $3,096-16.9% | $5,287-51.3% |
| Admin fee / account holder | $2,416 | $4,838-50.1% | $3,141-23.1% | $10,133-76.2% |