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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 | $34,915 | $67,602-48.4% | $82,312-57.6% | $70,126-50.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.77% | 21.57%-8.8pp | 25.88%-13.1pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,012 | $1,755-42.4% | $2,428-58.3% | $2,343-56.8% |
| Participant deferral / active EE | $2,022 | $2,987-32.3% | $3,706-45.4% | $3,332-39.3% |
| Admin fee / account holder | $529 | $4,512-88.3% | $5,608-90.6% | $4,645-88.6% |