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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 | $34,510 | $49,255-29.9% | $70,494-51.0% | $79,856-56.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.62% | 30.10%-16.5pp | 109.16%-95.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,261 | $2,100+7.6% | $2,738-17.4% | $2,471-8.5% |
| Participant deferral / active EE | $2,412 | $2,768-12.9% | $3,711-35.0% | $3,741-35.5% |
| Admin fee / account holder | $1,496 | $2,879-48.0% | $3,848-61.1% | $5,306-71.8% |