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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 | $30,565 | $62,583-51.2% | $76,767-60.2% | $64,173-52.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 10.93% | -1.95%+12.9pp | 2.43%+8.5pp | 7.63%+3.3pp |
| Employer contribution / active EE | $1,210 | $1,832-34.0% | $2,485-51.3% | $2,381-49.2% |
| Participant deferral / active EE | $2,011 | $3,145-36.0% | $3,852-47.8% | $3,470-42.0% |
| Admin fee / account holder | $4,020 | $4,667-13.9% | $6,675-39.8% | $4,887-17.7% |