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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 | $26,130 | $39,132-33.2% | $57,196-54.3% | $62,881-58.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.97% | 9.24%-1.3pp | 14.59%-6.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,129 | $1,874+13.6% | $2,683-20.6% | $2,281-6.6% |
| Participant deferral / active EE | $3,969 | $2,374+67.2% | $3,096+28.2% | $3,203+23.9% |
| Admin fee / account holder | $1,781 | $2,594-31.3% | $3,141-43.3% | $4,296-58.5% |