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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 | $30,901 | $59,804-48.3% | $81,988-62.3% | $79,859-61.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 16.46% | 17.56%-1.1pp | 41.32%-24.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,806 | $1,713+5.4% | $2,499-27.7% | $2,471-26.9% |
| Participant deferral / active EE | $1,258 | $2,695-53.3% | $3,723-66.2% | $3,741-66.4% |
| Admin fee / account holder | $722 | $4,288-83.2% | $5,666-87.3% | $5,307-86.4% |