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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 | $71,152 | $83,898-15.2% | $133,346-46.6% | $94,015-24.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 17.50% | 16.00%+1.5pp | 36.85%-19.4pp | 17.84%-0.3pp |
| Employer contribution / active EE | $1,157 | $1,821-36.4% | $2,853-59.4% | $2,790-58.5% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,542 | $7,809-67.5% | $14,264-82.2% | $8,951-71.6% |