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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 | $40,748 | $65,685-38.0% | $57,181-28.7% | $273,968-85.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.82% | 21.99%-16.2pp | 14.59%-8.8pp | 41.45%-35.6pp |
| Employer contribution / active EE | $650 | $3,279-80.2% | $2,682-75.8% | $4,869-86.7% |
| Participant deferral / active EE | $1,546 | $3,781-59.1% | $3,096-50.1% | $5,287-70.8% |
| Admin fee / account holder | $3,717 | $4,835-23.1% | $3,139+18.4% | $10,132-63.3% |