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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 | $47,142 | $46,877+0.6% | $122,354-61.5% | $70,126-32.8% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.85% | 24.22%-7.4pp | 30.28%-13.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,578 | $1,288+22.5% | $4,051-61.0% | $2,343-32.6% |
| Participant deferral / active EE | $3,189 | $2,167+47.1% | $3,287-3.0% | $3,332-4.3% |
| Admin fee / account holder | $1,909 | $3,324-42.6% | $5,479-65.2% | $4,645-58.9% |