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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 | $45,799 | $65,685-30.3% | $57,181-19.9% | $273,968-83.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.03% | 21.99%-14.0pp | 14.59%-6.6pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,968 | $3,279-40.0% | $2,682-26.6% | $4,869-59.6% |
| Participant deferral / active EE | $4,636 | $3,781+22.6% | $3,096+49.8% | $5,287-12.3% |
| Admin fee / account holder | $16,596 | $4,835+243.3% | $3,139+428.7% | $10,132+63.8% |