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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 | $45,484 | $57,828-21.3% | $117,039-61.1% | $70,126-35.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 12.49% | 17.55%-5.1pp | 18.95%-6.5pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,523 | $1,816-16.1% | $3,785-59.8% | $2,343-35.0% |
| Participant deferral / active EE | $1,053 | $2,438-56.8% | $3,929-73.2% | $3,332-68.4% |
| Admin fee / account holder | $1,384 | $3,548-61.0% | $5,974-76.8% | $4,645-70.2% |