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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 | $58,409 | $105,623-44.7% | $87,502-33.2% | $273,972-78.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.30% | 12.26%-7.0pp | 12.21%-6.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,137 | $3,141-32.0% | $2,550-16.2% | $4,869-56.1% |
| Participant deferral / active EE | $4,341 | $3,601+20.5% | $3,149+37.9% | $5,287-17.9% |
| Admin fee / account holder | $1,145 | $4,781-76.1% | $4,221-72.9% | $10,133-88.7% |