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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 | $43,669 | $99,345-56.0% | $84,753-48.5% | $273,972-84.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.23% | 22.93%-16.7pp | 22.78%-16.6pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,128 | $4,214-49.5% | $3,574-40.5% | $4,869-56.3% |
| Participant deferral / active EE | $3,441 | $4,270-19.4% | $3,712-7.3% | $5,287-34.9% |
| Admin fee / account holder | $1,648 | $6,645-75.2% | $5,333-69.1% | $10,133-83.7% |