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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 | $30,579 | $58,523-47.7% | $99,479-69.3% | $72,976-58.1% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 21.29% | 28.51%-7.2pp | 30.72%-9.4pp | 81.02%-59.7pp |
| Employer contribution / active EE | $2,267 | $1,512+49.9% | $2,540-10.8% | $2,440-7.1% |
| Participant deferral / active EE | $7,004 | $2,606+168.8% | $3,619+93.5% | $3,608+94.1% |
| Admin fee / account holder | $3,089 | $4,102-24.7% | $6,253-50.6% | $5,124-39.7% |