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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 | $56,849 | $63,773-10.9% | $81,286-30.1% | $80,925-29.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 16.56% | 16.37%+0.2pp | 24.80%-8.2pp | 35.65%-19.1pp |
| Employer contribution / active EE | $1,360 | $1,979-31.3% | $2,463-44.8% | $2,756-50.7% |
| Participant deferral / active EE | $2,385 | $3,093-22.9% | $3,883-38.6% | $4,299-44.5% |
| Admin fee / account holder | $1,572 | $5,682-72.3% | $5,764-72.7% | $6,940-77.3% |