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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 | $57,485 | $45,050+27.6% | $63,018-8.8% | $70,126-18.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.25% | 18.76%-3.5pp | 87.62%-72.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $957 | $2,052-53.4% | $2,761-65.3% | $2,343-59.2% |
| Participant deferral / active EE | $2,497 | $2,466+1.3% | $3,330-25.0% | $3,332-25.1% |
| Admin fee / account holder | $890 | $2,834-68.6% | $3,601-75.3% | $4,645-80.8% |