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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 | $41,884 | $45,079-7.1% | $69,461-39.7% | $72,983-42.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.69% | 22.65%-5.0pp | 28.97%-11.3pp | 81.01%-63.3pp |
| Employer contribution / active EE | $3,296 | $2,055+60.4% | $2,779+18.6% | $2,440+35.1% |
| Participant deferral / active EE | $2,733 | $2,603+5.0% | $3,536-22.7% | $3,608-24.2% |
| Admin fee / account holder | $1,200 | $3,056-60.7% | $3,840-68.8% | $5,124-76.6% |