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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 | $29,706 | $54,763-45.8% | $90,324-67.1% | $72,976-59.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.40% | 30.63%-10.2pp | 78.15%-57.7pp | 81.02%-60.6pp |
| Employer contribution / active EE | $959 | $2,093-54.2% | $2,856-66.4% | $2,440-60.7% |
| Participant deferral / active EE | $2,206 | $2,887-23.6% | $3,885-43.2% | $3,608-38.9% |
| Admin fee / account holder | $852 | $3,973-78.6% | $5,356-84.1% | $5,124-83.4% |