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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 | $21,599 | $64,517-66.5% | $81,438-73.5% | $80,874-73.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 20.12% | 16.35%+3.8pp | 24.74%-4.6pp | 35.62%-15.5pp |
| Employer contribution / active EE | $1,939 | $1,982-2.2% | $2,460-21.2% | $2,756-29.6% |
| Participant deferral / active EE | $3,919 | $3,096+26.6% | $3,883+0.9% | $4,297-8.8% |
| Admin fee / account holder | $1,224 | $5,677-78.4% | $5,764-78.8% | $6,935-82.4% |