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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 | $26,127 | $63,845-59.1% | $81,370-67.9% | $80,959-67.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 10.83% | 16.37%-5.5pp | 24.85%-14.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $2,441 | $1,980+23.3% | $2,464-0.9% | $2,757-11.5% |
| Participant deferral / active EE | $2,852 | $3,093-7.8% | $3,885-26.6% | $4,300-33.7% |
| Admin fee / account holder | $623 | $5,688-89.0% | $5,749-89.2% | $6,925-91.0% |