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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 | $29,229 | $58,627-50.1% | $76,735-61.9% | $82,448-64.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 14.29% | 39.10%-24.8pp | 29.77%-15.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,002 | $1,729+73.6% | $2,454+22.3% | $2,551+17.7% |
| Participant deferral / active EE | $3,133 | $3,1340% | $4,088-23.4% | $4,139-24.3% |
| Admin fee / account holder | $1,847 | $5,323-65.3% | $7,189-74.3% | $7,234-74.5% |