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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 | $23,281 | $81,504-71.4% | $102,437-77.3% | $80,959-71.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 19.38% | 25.60%-6.2pp | 24.95%-5.6pp | 35.67%-16.3pp |
| Employer contribution / active EE | $2,445 | $3,104-21.2% | $3,871-36.8% | $2,757-11.3% |
| Participant deferral / active EE | $3,898 | $3,871+0.7% | $5,060-23.0% | $4,300-9.4% |
| Admin fee / account holder | $1,785 | $6,719-73.4% | $8,388-78.7% | $6,925-74.2% |