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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 | $60,409 | $99,345-39.2% | $84,753-28.7% | $273,972-78.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.82% | 22.93%-20.1pp | 22.78%-20.0pp | 41.46%-38.6pp |
| Employer contribution / active EE | $1,973 | $4,214-53.2% | $3,574-44.8% | $4,869-59.5% |
| Participant deferral / active EE | $4,754 | $4,270+11.3% | $3,712+28.1% | $5,287-10.1% |
| Admin fee / account holder | $2,120 | $6,645-68.1% | $5,333-60.2% | $10,133-79.1% |