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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 | $38,189 | $81,504-53.1% | $102,437-62.7% | $80,959-52.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.80% | 25.60%-12.8pp | 24.95%-12.2pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,908 | $3,104-38.5% | $3,871-50.7% | $2,757-30.8% |
| Participant deferral / active EE | $5,170 | $3,871+33.6% | $5,060+2.2% | $4,300+20.2% |
| Admin fee / account holder | $396 | $6,719-94.1% | $8,388-95.3% | $6,925-94.3% |