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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 | $22,105 | $58,627-62.3% | $76,735-71.2% | $82,448-73.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 18.21% | 39.10%-20.9pp | 29.77%-11.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,413 | $1,729+39.5% | $2,454-1.7% | $2,551-5.4% |
| Participant deferral / active EE | $6,066 | $3,134+93.6% | $4,088+48.4% | $4,139+46.6% |
| Admin fee / account holder | $631 | $5,323-88.1% | $7,189-91.2% | $7,234-91.3% |