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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 | $39,579 | $65,712-39.8% | $57,196-30.8% | $273,972-85.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.17% | 22.01%-14.8pp | 14.59%-7.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,301 | $3,280-60.4% | $2,683-51.5% | $4,869-73.3% |
| Participant deferral / active EE | $3,516 | $3,782-7.0% | $3,096+13.5% | $5,287-33.5% |
| Admin fee / account holder | $6,250 | $4,838+29.2% | $3,141+99.0% | $10,133-38.3% |