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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 | $25,921 | $53,774-51.8% | $134,162-80.7% | $79,856-67.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 17.76% | 19.01%-1.2pp | 36.35%-18.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,652 | $1,322+25.0% | $3,705-55.4% | $2,471-33.1% |
| Participant deferral / active EE | $3,710 | $2,420+53.3% | $3,500+6.0% | $3,741-0.8% |
| Admin fee / account holder | $686 | $3,985-82.8% | $6,685-89.7% | $5,306-87.1% |