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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 | $39,896 | $87,106-54.2% | $105,607-62.2% | $80,935-50.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 14.59% | 17.01%-2.4pp | 116.11%-101.5pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,894 | $2,396-21.0% | $3,167-40.2% | $2,757-31.3% |
| Participant deferral / active EE | $4,582 | $3,986+15.0% | $5,011-8.6% | $4,299+6.6% |
| Admin fee / account holder | $2,756 | $8,447-67.4% | $10,958-74.9% | $6,924-60.2% |