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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 | $43,791 | $65,712-33.4% | $57,196-23.4% | $273,972-84.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.52% | 22.01%-16.5pp | 14.59%-9.1pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,778 | $3,280-45.8% | $2,683-33.7% | $4,869-63.5% |
| Participant deferral / active EE | $3,241 | $3,782-14.3% | $3,096+4.7% | $5,287-38.7% |
| Admin fee / account holder | $367 | $4,838-92.4% | $3,141-88.3% | $10,133-96.4% |