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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 | $69,444-57.9% | $92,985-68.6% | $87,485-66.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 14.29% | 23.85%-9.6pp | 27.99%-13.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $3,002 | $1,917+56.6% | $2,662+12.8% | $2,596+15.6% |
| Participant deferral / active EE | $3,133 | $3,364-6.9% | $4,377-28.4% | $4,274-26.7% |
| Admin fee / account holder | $1,847 | $6,137-69.9% | $9,463-80.5% | $7,775-76.2% |