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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 | $61,951 | $49,255+25.8% | $70,494-12.1% | $79,856-22.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.17% | 30.10%-17.9pp | 109.16%-97.0pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,382 | $2,100-34.2% | $2,738-49.5% | $2,471-44.1% |
| Participant deferral / active EE | $2,750 | $2,768-0.7% | $3,711-25.9% | $3,741-26.5% |
| Admin fee / account holder | $1,836 | $2,879-36.2% | $3,848-52.3% | $5,306-65.4% |