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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 | $43,710 | $49,249-11.2% | $70,476-38.0% | $79,852-45.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.53% | 30.09%-14.6pp | 109.12%-93.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $3,269 | $2,100+55.6% | $2,738+19.4% | $2,471+32.3% |
| Participant deferral / active EE | $2,562 | $2,769-7.5% | $3,710-30.9% | $3,740-31.5% |
| Admin fee / account holder | $6,080 | $2,878+111.3% | $3,847+58.1% | $5,306+14.6% |