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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 | $62,281 | $67,602-7.9% | $82,312-24.3% | $70,126-11.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.23% | 21.57%-6.3pp | 25.88%-10.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,798 | $1,755+2.5% | $2,428-25.9% | $2,343-23.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,906 | $4,512-35.6% | $5,608-48.2% | $4,645-37.4% |