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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 | $30,153 | $46,877-35.7% | $122,354-75.4% | $70,126-57.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 15.50% | 24.22%-8.7pp | 30.28%-14.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $2,713 | $1,288+110.6% | $4,051-33.0% | $2,343+15.8% |
| Participant deferral / active EE | $2,119 | $2,167-2.2% | $3,287-35.5% | $3,332-36.4% |
| Admin fee / account holder | $3,154 | $3,324-5.1% | $5,479-42.4% | $4,645-32.1% |