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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 | $57,406 | $87,059-34.1% | $105,608-45.6% | $80,925-29.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 13.34% | 17.05%-3.7pp | 116.50%-103.2pp | 35.65%-22.3pp |
| Employer contribution / active EE | $2,380 | $2,396-0.7% | $3,167-24.8% | $2,756-13.6% |
| Participant deferral / active EE | $2,045 | $3,986-48.7% | $5,010-59.2% | $4,299-52.4% |
| Admin fee / account holder | $571 | $8,443-93.2% | $11,028-94.8% | $6,940-91.8% |