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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 | $24,883 | $47,848-48.0% | $81,473-69.5% | $70,126-64.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 18.07% | 27.25%-9.2pp | 38.78%-20.7pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,533 | $1,527+0.4% | $2,568-40.3% | $2,343-34.6% |
| Participant deferral / active EE | $2,235 | $2,453-8.9% | $3,537-36.8% | $3,332-32.9% |
| Admin fee / account holder | $3,531 | $3,145+12.3% | $4,561-22.6% | $4,645-24.0% |