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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 | $41,852 | $83,485-49.9% | $125,195-66.6% | $72,976-42.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.80% | 25.77%-8.0pp | 43.79%-26.0pp | 81.02%-63.2pp |
| Employer contribution / active EE | $1,178 | $2,346-49.8% | $3,866-69.5% | $2,440-51.7% |
| Participant deferral / active EE | $2,514 | $3,586-29.9% | $4,937-49.1% | $3,608-30.3% |
| Admin fee / account holder | $2,866 | $5,518-48.1% | $9,704-70.5% | $5,124-44.1% |