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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 | $42,613 | $65,685-35.1% | $57,181-25.5% | $273,968-84.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.22% | 21.99%-20.8pp | 14.59%-13.4pp | 41.45%-40.2pp |
| Employer contribution / active EE | $1,341 | $3,279-59.1% | $2,682-50.0% | $4,869-72.5% |
| Participant deferral / active EE | $1,838 | $3,781-51.4% | $3,096-40.6% | $5,287-65.2% |
| Admin fee / account holder | $2,106 | $4,835-56.4% | $3,139-32.9% | $10,132-79.2% |