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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 | $27,780 | $57,828-52.0% | $117,039-76.3% | $70,126-60.4% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 12.33% | 17.55%-5.2pp | 18.95%-6.6pp | 73.15%-60.8pp |
| Employer contribution / active EE | $2,001 | $1,816+10.2% | $3,785-47.1% | $2,343-14.6% |
| Participant deferral / active EE | $3,757 | $2,438+54.1% | $3,929-4.4% | $3,332+12.8% |
| Admin fee / account holder | $2,610 | $3,548-26.5% | $5,974-56.3% | $4,645-43.8% |