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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 | $22,443 | $52,306-57.1% | $69,779-67.8% | $62,881-64.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 13.62% | 13.35%+0.3pp | 12.99%+0.6pp | 20.14%-6.5pp |
| Employer contribution / active EE | $1,996 | $1,799+10.9% | $2,338-14.7% | $2,281-12.5% |
| Participant deferral / active EE | $1,355 | $2,395-43.4% | $2,931-53.8% | $3,203-57.7% |
| Admin fee / account holder | $2,259 | $3,691-38.8% | $4,381-48.4% | $4,296-47.4% |