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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 | $37,134 | $46,599-20.3% | $64,101-42.1% | $75,173-50.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.43% | 26.06%-9.6pp | 33.72%-17.3pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,160 | $1,975-41.3% | $2,749-57.8% | $2,671-56.6% |
| Participant deferral / active EE | $2,864 | $2,837+0.9% | $3,881-26.2% | $4,126-30.6% |
| Admin fee / account holder | $3,663 | $2,956+23.9% | $3,070+19.3% | $5,651-35.2% |