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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 | $39,651 | $65,034-39.0% | $90,970-56.4% | $79,856-50.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.30% | 30.45%-18.2pp | 134.60%-122.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,567 | $1,247+25.6% | $2,122-26.2% | $2,471-36.6% |
| Participant deferral / active EE | $2,875 | $2,512+14.4% | $3,373-14.8% | $3,741-23.1% |
| Admin fee / account holder | $1,545 | $4,536-65.9% | $5,961-74.1% | $5,306-70.9% |