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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 | $21,679 | $56,544-61.7% | $75,501-71.3% | $70,126-69.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 27.99% | 23.59%+4.4pp | 27.35%+0.6pp | 73.15%-45.2pp |
| Employer contribution / active EE | $1,989 | $1,817+9.5% | $2,352-15.4% | $2,343-15.1% |
| Participant deferral / active EE | $3,149 | $2,580+22.1% | $3,142+0.2% | $3,332-5.5% |
| Admin fee / account holder | $1,728 | $3,827-54.8% | $5,801-70.2% | $4,645-62.8% |