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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 | $22,653 | $70,475-67.9% | $100,530-77.5% | $79,858-71.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 17.97% | 21.90%-3.9pp | 30.89%-12.9pp | 31.72%-13.7pp |
| Employer contribution / active EE | $1,828 | $2,165-15.6% | $3,418-46.5% | $2,471-26.0% |
| Participant deferral / active EE | $3,386 | $5,181-34.6% | $6,271-46.0% | $3,740-9.5% |
| Admin fee / account holder | $685 | $4,478-84.7% | $8,083-91.5% | $5,306-87.1% |