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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 | $35,989 | $65,712-45.2% | $57,196-37.1% | $273,972-86.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.95% | 22.01%-16.1pp | 14.59%-8.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $3,000 | $3,280-8.5% | $2,683+11.8% | $4,869-38.4% |
| Participant deferral / active EE | $4,271 | $3,782+12.9% | $3,096+37.9% | $5,287-19.2% |
| Admin fee / account holder | $2,555 | $4,838-47.2% | $3,141-18.7% | $10,133-74.8% |