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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 | $44,062 | $65,712-32.9% | $57,196-23.0% | $273,972-83.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.18% | 22.01%-13.8pp | 14.59%-6.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,082 | $3,280-67.0% | $2,683-59.7% | $4,869-77.8% |
| Participant deferral / active EE | $4,126 | $3,782+9.1% | $3,096+33.3% | $5,287-22.0% |
| Admin fee / account holder | $1,313 | $4,838-72.9% | $3,141-58.2% | $10,133-87.0% |