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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 | $40,539 | $46,877-13.5% | $122,342-66.9% | $70,131-42.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.40% | 24.22%-7.8pp | 30.28%-13.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,358 | $1,288+5.4% | $4,051-66.5% | $2,342-42.0% |
| Participant deferral / active EE | $2,817 | $2,167+30.0% | $3,287-14.3% | $3,332-15.5% |
| Admin fee / account holder | $650 | $3,324-80.4% | $5,478-88.1% | $4,645-86.0% |