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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 | $45,096 | $96,289-53.2% | $213,469-78.9% | $87,485-48.5% |
| Participation rate | 100.0% | 69.6%+30.4pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 12.86% | 17.78%-4.9pp | 20.58%-7.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $2,588 | $3,035-14.7% | $4,994-48.2% | $2,596-0.3% |
| Participant deferral / active EE | $2,867 | $4,750-39.6% | $6,841-58.1% | $4,274-32.9% |
| Admin fee / account holder | $1,200 | $9,670-87.6% | $27,141-95.6% | $7,775-84.6% |