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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 | $39,543 | $93,064-57.5% | $74,577-47.0% | $273,972-85.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.51% | 26.18%-21.7pp | 20.47%-16.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,917 | $3,160-39.3% | $2,525-24.1% | $4,869-60.6% |
| Participant deferral / active EE | $2,529 | $4,160-39.2% | $3,458-26.9% | $5,287-52.2% |
| Admin fee / account holder | $2,629 | $5,273-50.1% | $4,138-36.5% | $10,133-74.1% |