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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 | $29,390 | $46,599-36.9% | $64,101-54.1% | $75,173-60.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 24.88% | 26.06%-1.2pp | 33.72%-8.8pp | 160.72%-135.8pp |
| Employer contribution / active EE | $2,503 | $1,975+26.7% | $2,749-8.9% | $2,671-6.3% |
| Participant deferral / active EE | $4,843 | $2,837+70.7% | $3,881+24.8% | $4,126+17.4% |
| Admin fee / account holder | $513 | $2,956-82.6% | $3,070-83.3% | $5,651-90.9% |