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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 | $45,749 | $69,137-33.8% | $182,153-74.9% | $94,015-51.3% |
| Participation rate | 100.0% | 59.6%+40.4pp | 65.7%+34.3pp | 70.8%+29.2pp |
| Annual return | 19.15% | 21.34%-2.2pp | 35.04%-15.9pp | 17.84%+1.3pp |
| Employer contribution / active EE | $8,363 | $2,152+288.6% | $2,593+222.5% | $2,790+199.7% |
| Participant deferral / active EE | $1,341 | $2,665-49.7% | $3,776-64.5% | $4,249-68.4% |
| Admin fee / account holder | $3,803 | $11,615-67.3% | $9,477-59.9% | $8,951-57.5% |