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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 | $37,566 | $88,707-57.7% | $74,184-49.4% | $273,972-86.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.92% | 11.94%-6.0pp | 17.74%-11.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,520 | $3,159-20.2% | $2,370+6.3% | $4,869-48.2% |
| Participant deferral / active EE | $3,812 | $4,212-9.5% | $3,550+7.4% | $5,287-27.9% |
| Admin fee / account holder | $1,883 | $8,717-78.4% | $5,586-66.3% | $10,133-81.4% |