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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 | $54,289 | $64,920-16.4% | $103,693-47.6% | $86,983-37.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 15.48% | 30.29%-14.8pp | 47.61%-32.1pp | 25.83%-10.3pp |
| Employer contribution / active EE | $1,409 | $2,141-34.2% | $2,920-51.7% | $2,584-45.5% |
| Participant deferral / active EE | $1,705 | $3,241-47.4% | $4,579-62.8% | $4,194-59.3% |
| Admin fee / account holder | $814 | $6,191-86.8% | $7,858-89.6% | $7,856-89.6% |