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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 | $28,828 | $57,828-50.1% | $117,039-75.4% | $70,126-58.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 20.45% | 17.55%+2.9pp | 18.95%+1.5pp | 73.15%-52.7pp |
| Employer contribution / active EE | $1,542 | $1,816-15.1% | $3,785-59.3% | $2,343-34.2% |
| Participant deferral / active EE | $4,435 | $2,438+81.9% | $3,929+12.9% | $3,332+33.1% |
| Admin fee / account holder | $741 | $3,548-79.1% | $5,974-87.6% | $4,645-84.0% |