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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 | $35,429 | $62,583-43.4% | $76,767-53.8% | $64,173-44.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 10.35% | -1.95%+12.3pp | 2.43%+7.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $1,494 | $1,832-18.5% | $2,485-39.9% | $2,381-37.3% |
| Participant deferral / active EE | $1,489 | $3,145-52.6% | $3,852-61.3% | $3,470-57.1% |
| Admin fee / account holder | $1,517 | $4,667-67.5% | $6,675-77.3% | $4,887-69.0% |