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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 | $46,784 | $138,393-66.2% | $184,256-74.6% | $80,959-42.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.36% | 20.01%-3.7pp | 28.85%-12.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $6,218 | $4,847+28.3% | $6,427-3.3% | $2,757+125.5% |
| Participant deferral / active EE | $13,897 | $7,076+96.4% | $9,133+52.2% | $4,300+223.2% |
| Admin fee / account holder | $7,848 | $10,489-25.2% | $13,899-43.5% | $6,925+13.3% |