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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 | $31,100 | $56,894-45.3% | $84,753-63.3% | $62,881-50.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.54% | 6.30%+1.2pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,868 | $2,400+19.5% | $3,574-19.8% | $2,281+25.7% |
| Participant deferral / active EE | $2,645 | $2,709-2.4% | $3,712-28.8% | $3,203-17.4% |
| Admin fee / account holder | $321 | $3,581-91.0% | $5,333-94.0% | $4,296-92.5% |