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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 | $46,546 | $48,076-3.2% | $78,693-40.9% | $62,891-26.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.68% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,185 | $2,015-41.2% | $2,850-58.4% | $2,281-48.1% |
| Participant deferral / active EE | $3,026 | $2,588+16.9% | $3,517-13.9% | $3,203-5.5% |
| Admin fee / account holder | $1,082 | $3,207-66.3% | $4,511-76.0% | $4,296-74.8% |