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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 | $43,665 | $65,685-33.5% | $57,181-23.6% | $273,965-84.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.67% | 21.99%-16.3pp | 14.59%-8.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,767 | $3,279-46.1% | $2,682-34.1% | $4,869-63.7% |
| Participant deferral / active EE | $2,397 | $3,781-36.6% | $3,096-22.6% | $5,287-54.7% |
| Admin fee / account holder | $1,093 | $4,835-77.4% | $3,139-65.2% | $10,132-89.2% |