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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 | $68,582 | $45,050+52.2% | $63,018+8.8% | $70,126-2.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.26% | 18.76%-6.5pp | 87.62%-75.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,794 | $2,052-12.6% | $2,761-35.0% | $2,343-23.4% |
| Participant deferral / active EE | $2,576 | $2,466+4.5% | $3,330-22.6% | $3,332-22.7% |
| Admin fee / account holder | $962 | $2,834-66.1% | $3,601-73.3% | $4,645-79.3% |