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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 | $41,670 | $67,602-38.4% | $82,312-49.4% | $70,126-40.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.42% | 21.57%-5.1pp | 25.88%-9.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $668 | $1,755-61.9% | $2,428-72.5% | $2,343-71.5% |
| Participant deferral / active EE | $1,441 | $2,987-51.8% | $3,706-61.1% | $3,332-56.8% |
| Admin fee / account holder | $2,290 | $4,512-49.2% | $5,608-59.2% | $4,645-50.7% |