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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 | $41,918 | $67,602-38.0% | $82,312-49.1% | $70,126-40.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.31% | 21.57%-4.3pp | 25.88%-8.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,471 | $1,755-16.2% | $2,428-39.4% | $2,343-37.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,327 | $4,512-26.3% | $5,608-40.7% | $4,645-28.4% |