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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 | $31,398 | $56,544-44.5% | $75,501-58.4% | $70,124-55.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 13.30% | 23.59%-10.3pp | 27.35%-14.1pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,169 | $1,817-35.7% | $2,352-50.3% | $2,342-50.1% |
| Participant deferral / active EE | $1,466 | $2,580-43.2% | $3,142-53.3% | $3,332-56.0% |
| Admin fee / account holder | $2,204 | $3,827-42.4% | $5,801-62.0% | $4,645-52.6% |