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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 | $23,540 | $41,377-43.1% | $109,313-78.5% | $62,881-62.6% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.59% | 11.05%-4.5pp | 22.07%-15.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,125 | $1,276-11.9% | $3,892-71.1% | $2,281-50.7% |
| Participant deferral / active EE | $2,680 | $2,045+31.0% | $3,166-15.4% | $3,203-16.3% |
| Admin fee / account holder | $1,432 | $2,884-50.3% | $5,666-74.7% | $4,296-66.7% |