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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 | $42,974 | $81,446-47.2% | $103,374-58.4% | $80,874-46.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.20% | 25.57%-13.4pp | 24.89%-12.7pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,576 | $3,107-17.1% | $3,869-33.4% | $2,756-6.5% |
| Participant deferral / active EE | $5,533 | $3,870+43.0% | $5,058+9.4% | $4,297+28.8% |
| Admin fee / account holder | $1,329 | $6,715-80.2% | $8,394-84.2% | $6,935-80.8% |