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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 | $54,542 | $88,707-38.5% | $74,184-26.5% | $273,972-80.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.05% | 11.94%-5.9pp | 17.74%-11.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,720 | $3,159-45.6% | $2,370-27.4% | $4,869-64.7% |
| Participant deferral / active EE | $2,000 | $4,212-52.5% | $3,550-43.7% | $5,287-62.2% |
| Admin fee / account holder | $1,518 | $8,717-82.6% | $5,586-72.8% | $10,133-85.0% |