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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 | $36,808 | $60,349-39.0% | $74,184-50.4% | $62,881-41.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.55% | 21.38%-11.8pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,971 | $1,680+17.3% | $2,370-16.8% | $2,281-13.6% |
| Participant deferral / active EE | $3,491 | $2,856+22.2% | $3,550-1.7% | $3,203+9.0% |
| Admin fee / account holder | $1,504 | $4,261-64.7% | $5,586-73.1% | $4,296-65.0% |