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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 | $51,868 | $46,877+10.6% | $122,354-57.6% | $70,126-26.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.08% | 24.22%-10.1pp | 30.28%-16.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,360 | $1,288+5.6% | $4,051-66.4% | $2,343-41.9% |
| Participant deferral / active EE | $2,258 | $2,167+4.2% | $3,287-31.3% | $3,332-32.2% |
| Admin fee / account holder | $944 | $3,324-71.6% | $5,479-82.8% | $4,645-79.7% |