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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 | $39,354 | $72,486-45.7% | $87,103-54.8% | $72,976-46.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.72% | 24.46%-4.7pp | 28.19%-8.5pp | 81.02%-61.3pp |
| Employer contribution / active EE | $2,149 | $1,894+13.4% | $2,521-14.8% | $2,440-11.9% |
| Participant deferral / active EE | $1,740 | $3,270-46.8% | $4,049-57.0% | $3,608-51.8% |
| Admin fee / account holder | $3,995 | $5,055-21.0% | $7,491-46.7% | $5,124-22.0% |