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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 | $47,082 | $52,306-10.0% | $69,779-32.5% | $62,881-25.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 6.17% | 13.35%-7.2pp | 12.99%-6.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $6,784 | $1,799+277.1% | $2,338+190.1% | $2,281+197.4% |
| Participant deferral / active EE | $3,886 | $2,395+62.2% | $2,931+32.6% | $3,203+21.3% |
| Admin fee / account holder | $3,169 | $3,691-14.2% | $4,381-27.7% | $4,296-26.2% |