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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 | $62,934 | $77,962-19.3% | $178,540-64.8% | $80,935-22.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 14.29% | 18.10%-3.8pp | 27.15%-12.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,142 | $2,280-6.1% | $3,953-45.8% | $2,757-22.3% |
| Participant deferral / active EE | $4,051 | $4,404-8.0% | $6,281-35.5% | $4,299-5.8% |
| Admin fee / account holder | $707 | $7,156-90.1% | $10,424-93.2% | $6,924-89.8% |