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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 | $28,374 | $72,486-60.9% | $87,103-67.4% | $72,976-61.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.76% | 24.46%-0.7pp | 28.19%-4.4pp | 81.02%-57.3pp |
| Employer contribution / active EE | $1,959 | $1,894+3.4% | $2,521-22.3% | $2,440-19.7% |
| Participant deferral / active EE | $2,369 | $3,270-27.6% | $4,049-41.5% | $3,608-34.3% |
| Admin fee / account holder | $532 | $5,055-89.5% | $7,491-92.9% | $5,124-89.6% |