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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 | $44,302 | $56,054-21.0% | $171,082-74.1% | $62,881-29.5% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 10.70% | 22.52%-11.8pp | 32.56%-21.9pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,660 | $1,731-4.1% | $4,002-58.5% | $2,281-27.2% |
| Participant deferral / active EE | $8,202 | $3,158+159.7% | $4,797+71.0% | $3,203+156.1% |
| Admin fee / account holder | $902 | $3,647-75.3% | $8,520-89.4% | $4,296-79.0% |