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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 | $78,027-19.3% | $178,528-64.7% | $80,925-22.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 14.29% | 18.09%-3.8pp | 27.11%-12.8pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,142 | $2,281-6.1% | $3,950-45.8% | $2,756-22.3% |
| Participant deferral / active EE | $4,051 | $4,408-8.1% | $6,278-35.5% | $4,299-5.8% |
| Admin fee / account holder | $707 | $7,168-90.1% | $10,419-93.2% | $6,940-89.8% |