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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 | $48,680 | $45,079+8.0% | $69,461-29.9% | $72,986-33.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.73% | 22.65%-2.9pp | 28.97%-9.2pp | 81.01%-61.3pp |
| Employer contribution / active EE | $1,943 | $2,055-5.4% | $2,779-30.1% | $2,440-20.4% |
| Participant deferral / active EE | $1,943 | $2,603-25.3% | $3,536-45.1% | $3,607-46.1% |
| Admin fee / account holder | $364 | $3,056-88.1% | $3,840-90.5% | $5,124-92.9% |