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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 | $21,674 | $54,763-60.4% | $90,324-76.0% | $72,976-70.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 31.81% | 30.63%+1.2pp | 78.15%-46.3pp | 81.02%-49.2pp |
| Employer contribution / active EE | $2,460 | $2,093+17.5% | $2,856-13.9% | $2,440+0.8% |
| Participant deferral / active EE | $3,351 | $2,887+16.1% | $3,885-13.7% | $3,608-7.1% |
| Admin fee / account holder | $2,975 | $3,973-25.1% | $5,356-44.5% | $5,124-41.9% |