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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 | $18,800 | $65,364-71.2% | $92,909-79.8% | $72,975-74.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.70% | 42.11%-17.4pp | 109.44%-84.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $2,256 | $2,594-13.1% | $3,653-38.3% | $2,440-7.6% |
| Participant deferral / active EE | $3,182 | $3,128+1.7% | $4,238-24.9% | $3,608-11.8% |
| Admin fee / account holder | $2,423 | $4,251-43.0% | $5,795-58.2% | $5,124-52.7% |