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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 | $54,313 | $54,541-0.4% | $78,778-31.1% | $70,126-22.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 21.76% | 21.07%+0.7pp | 35.62%-13.9pp | 73.15%-51.4pp |
| Employer contribution / active EE | $1,379 | $1,089+26.7% | $1,986-30.5% | $2,343-41.1% |
| Participant deferral / active EE | $2,255 | $2,210+2.0% | $2,958-23.8% | $3,332-32.3% |
| Admin fee / account holder | $377 | $3,709-89.8% | $5,134-92.7% | $4,645-91.9% |