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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 | $20,208 | $46,596-56.6% | $64,099-68.5% | $75,181-73.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.15% | 26.04%-11.9pp | 33.70%-19.5pp | 160.69%-146.5pp |
| Employer contribution / active EE | $2,096 | $1,975+6.1% | $2,748-23.7% | $2,671-21.5% |
| Participant deferral / active EE | $3,078 | $2,837+8.5% | $3,881-20.7% | $4,126-25.4% |
| Admin fee / account holder | $392 | $2,954-86.7% | $3,070-87.2% | $5,650-93.1% |