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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 | $45,478 | $45,082+0.9% | $69,464-34.5% | $72,975-37.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 6.64% | 22.66%-16.0pp | 28.98%-22.3pp | 81.01%-74.4pp |
| Employer contribution / active EE | $4,212 | $2,055+104.9% | $2,779+51.6% | $2,440+72.6% |
| Participant deferral / active EE | $4,173 | $2,604+60.3% | $3,536+18.0% | $3,608+15.7% |
| Admin fee / account holder | $4,370 | $3,057+43.0% | $3,840+13.8% | $5,124-14.7% |