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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 | $43,156 | $72,607-40.6% | $90,259-52.2% | $87,485-50.7% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 14.67% | 18.59%-3.9pp | 18.88%-4.2pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,378 | $1,919-28.2% | $2,291-39.8% | $2,596-46.9% |
| Participant deferral / active EE | $2,165 | $3,055-29.1% | $3,827-43.4% | $4,274-49.3% |
| Admin fee / account holder | $5,373 | $5,947-9.6% | $7,267-26.1% | $7,775-30.9% |